Charitable Planning

Archive for the ‘Charitable Planning’ Category

qualified charitable distributions

Did You Make a Qualified Charitable Distribution in 2022?

How you report your charitable distributions matters. If you made a QCD from your IRA in 2021, keep reading.
Giving Tuesday


#GivingTuesday is about giving back. Here are some ideas to help you make a difference.
charitable planning strategies

How to Donate and Still Benefit

For most people, charitable giving involves writing checks to the charities of their choice. However, changes in the tax law, as well as an increase in the number of solicitations received from charities, have created a demand for a way to donate more efficiently. One way to do this is through a Donor Advised Fund […]
charitable giving

Charitable Giving Under the New Tax Laws

I’ve been having more conversations lately with clients about charitable giving. While I have found many to be very generous in their charitable giving, the uptick in conversation is likely due, at least in part, to an overriding concern about a lack of civility in the world. Yet, while specific giving opportunities have arisen recently […]

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