Takeaways SITUATION: Cornelia Roosevelt was overwhelmed by the administrative burdens of their private foundation after her husband, Kenny, passed away. SOLUTION: Collapse the private foundation… Read More »Private foundation to DAF: How a widow decreased administrative burden and increased giving
When they started their staffing company, Scott and Kim Wedgeworth* hoped they might one day build it into something they could sell to supplement their… Read More »DAFs in business exit strategies: Tax efficiency and impact
While the end of the year is undeniably the most active time for opening and contributing to a donor-advised fund (DAF), this can be limiting… Read More »Four reasons DAFs need to be on every advisor’s mid-year agenda
Charitable giving statistics are incredibly useful for providing insight into human behavior — from financial health to generosity and social responsibility of a society. In… Read More »The state of charitable giving in the U.S.
When people put together estate plans, they’re typically looking to achieve a few simple objectives: They want to create clarity for the future, ensure their… Read More »Estate planning and DAFs: Creating assurances for the future
What is an IRA? Individual Retirement Accounts (IRAs) are a way to make tax-efficient investments to ensure financial security when you retire. There are two… Read More »How to donate IRA and other retirement assets to charity
The IRS opened tax season on January 29, 2024. Advisors and CPAs gather 1099s, W-2s and K-1 forms while their customers eagerly await the news… Read More »2024 tax season – Reminders, advice, and planning considerations
As the landscape of philanthropy continues to evolve, donor-advised funds (DAFs) have gained significant traction; they offer individuals a strategic and efficient way to contribute… Read More »Insights from donors and their advisors: Navigating philanthropy, financial advice, and regulatory changes
Many financial advisors have viewed charitable giving primarily as a vehicle for reducing the amount of wealth their client lose to taxes. It’s a reasonable… Read More »Navigating the tax landscape and charitable strategies
Ren’s Philanthropic Insights podcast series explores tax-smart giving strategies. Hosted by Kim Ledger and featuring expert guests, each episode offers concise, actionable advice for financial… Read More »Philanthropic Insights video podcast series
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