Summer Topics Worth Watching
Proposed legislation known as the Charitable Act appears to be gaining momentum. The bill calls for making available a “below the line” deduction to taxpayers who do
Retirement plans to charity: Understanding the “trifecta” of tax benefits
Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. If
Gifts of cash or stock: Is it a toss-up?
As your philanthropic clients can likely attest, the going has been rough for many of the nonprofit organizations they support. Turbulent economic conditions, concerns about
‘Popping the Question’ About Charitable Giving: Reneta Thurairatnam
Wondering how to start a conversation about charitable giving with your clients? Learn how Reneta Thurairatnam CFP, CTFA First Vice President, Sr. Wealth Advisor at
In case you missed it: Two tax tips worth smiling about
Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left out of discussions when new tax incentives are proposed in Congress,
Giving a business to charity: Stack the odds in your client’s favor
Despite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profile giving by donors associated with