Philanthropy

Hit the Big Time? Create a Legacy While Supporting Your Family
The Window Is Closing for Donors to CARE
Should You Donate Company Shares Before an Exit?
Lending a Hand from Afar
Concerned About Concentration? You Have Options
Are Your Heirs Knowledgeable?
Donating When There’s a Need for Speed
Four Things Grantees Wish Funders Would Do Now
What Should Board Members Do Now?
Nonprofits’ New Game Plan
Donors and Nonprofits Should “Care” About the Stimulus Bill
Charitable Gifts and a DAF: Better Together?

Charitable Gifts and a DAF: Better Together?

by Shea McCabe, Jennifer Ostberg
Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know.

Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning, Women & Wealth


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Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction
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