Philanthropy

Donors and Nonprofits Should “Care” About the Stimulus Bill
Charitable Gifts and a DAF: Better Together?
Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction
Two Numbers You Need to Know
Which Charitable Gifts Give the Best Tax “Bang for the Buck”?

Which Charitable Gifts Give the Best Tax “Bang for the Buck”?

by Anne Bucciarelli
Donors often seek advice on the best ways to support their favorite charities. Many resort to giving cash, but often that’s not the most optimal gift. Donors over the age of 70½ have even more options—they can make a direct gift of either cash or another asset, or roll over a charitable IRA.* While both are relatively straightforward to implement, there are several factors that may make one of them more tax beneficial.

Philanthropy, Tax Management, Wealth Planning


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Tips for Making Your Charitable Donations Count
Don’t Miss Out on These Year-End Tax Strategies
Philanthropy in Motion

Philanthropy in Motion

by Anne Bucciarelli
At this time of the year, families pause their busy lives and gather together to reflect on their many blessings. It’s also a time when thoughts of charitable giving are front of mind, and many make year-end donations. The holiday season offers an opportunity to not only reflect on how you’ve given in the past but to create a plan to drive your gifts going forward. As you gather with family or sit around the Thanksgiving table this year, take the opportunity to engage your heirs and discuss values and philanthropic interests. So when Giving Tuesday arrives on December 3, everyone can be involved in giving back.

Family Engagement, Philanthropy, Women & Wealth


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Two Charitable Vehicles That Go Hand in Hand

Two Charitable Vehicles That Go Hand in Hand

by Anne Bucciarelli, Jennifer Ostberg
How do you choose between starting a private nonoperating foundation and a donor-advised fund? In many ways, they are quite similar. They can be perpetual in nature and allow you to establish a legacy, engage your family in your giving program, and pass on your philanthropic values to your next generation. But there are some key differences.

Business Owners, Philanthropy, Women & Wealth


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Are Your Heirs Engaged?
Don’t Need Your IRA Required Minimum Distribution? Donate It.
A Day of Giving

A Day of Giving

by Anne Bucciarelli, Clare Golla
Giving Tuesday, November 27, comes at a time of year when individuals and organizations reassess their giving goals and make year-end donations. There are many ways to structure gifts to maximize the benefit to both the receiving charity and the donor. But this year, unlike years’ past, may differ because of the tax bill changes, which warrant a fresh look and perspective.

Endowments & Foundations, Philanthropy, Wealth Planning


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Reserving for the “What Ifs”
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