Mar 73 minCharitable PlanningGiving to Help Ukraine—the Smart WayWith the unfolding tragedy in Ukraine, many Americans feel the urge to help. It’s probably no surprise, then, that we are seeing an...
Mar 14 minFlash ReportsFeeling Philanthropic? A Charitable Planning PrimerDo you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good...
Nov 22, 20212 minCharitable PlanningDoing Good and Doing Well: QCDs and Charitable GivingWhen the 2017 Tax Cuts and Jobs Act raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for singles), and lowered...
Mar 29, 20212 minCharitable PlanningDonor-Advised Funds for Charitable Giving: Take Another LookWith the expansion of the standard personal deduction and the related reduction in applicability of other itemized deductions from the...
May 1, 20204 minFlash ReportsCharitable Giving, the Tax-Wise WayAmericans—especially the affluent—are some of the most charitable people in the world*. Chances are, you use some of your wealth to...
Aug 1, 20194 minFlash ReportsThe Power of Charitable Remainder Trusts: Do well by doing goodA growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about...
Nov 1, 20173 minFlash ReportsFive Reasons to Make Philanthropy a Family AffairGetting your family involved in charitable giving can create a powerful legacy A growing number of successful people have a strong urge...