Professional Advisors Help Clients Give Retirement Assets to Charity, Tax-Free Did your clients remember to take advantage of the qualified charitable distribution from their traditional IRA last year? Current legislation allows qualified American seniors to make the gift of a lifetime by transferring a portion of their IRAs to charity, free from federal tax. Community […]
Category: Learning and Tips
IRA Charitable Rollover Offers Unique Giving Opportunity
An IRA Charitable Rollover provides owners of Individual Retirement Accounts (IRAs) with a unique giving opportunity. IRA owners can support their favorite charities without being subject to federal income tax on the distribution from a traditional IRA. This is particularly beneficial for those with a passion for charitable giving who need to take their required […]
Donor Advised Funds & Bundling
[et_pb_section fb_built=”1″ _builder_version=”4.0.4″ min_height=”929px” custom_margin=”0px|0px|-15px|0px|false|false” custom_padding=”20px|||||”][et_pb_row column_structure=”3_5,2_5″ admin_label=”What is DAF Row” _builder_version=”4.0.4″ custom_margin=”0px|0px|29px|0px|false|false” custom_padding=”0px|0px|10px|0px|false|false”][et_pb_column type=”3_5″ _builder_version=”4.0.4″][et_pb_text admin_label=”What Is DAF” _builder_version=”4.0.4″ hover_enabled=”0″] What is a Donor Advised Fund? A donor advised fund (DAF) is a fund set up by a donor and administered by a public charity. A donor can start a DAF with as little […]
Why the Donor-Advised Fund is a Vehicle You Need to Know
[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”3.22″][et_pb_row admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”] Did you know that donor advised funds are the fastest growing philanthropic planning vehicle? Donor-Advised Fund’s popularity has risen dramatically over the last several years. This type of giving vehicle is popular because they allow an individual […]
Donating Non-Cash Gifts – Timing is Important.
[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”3.22″][et_pb_row admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”] When Donating Non-Cash Gifts, Timing and Valuation is Important Donating non-cash gifts like privately held stock can be tax-advantageous for you, but the donation process requires planning and a carefully laid out timeline that simple gifts of […]
Charitable Gifts of Appreciated Stock – Will You Seize the Moment?
Right now is a unique opportunity for your charitable giving. Why? There are two reasons, most of us make our charitable contributions by the end of the year and also many of us own highly appreciated stock that could be subject to long-term capital gain taxes. Donating appreciated securities instead of cash by the end […]
