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
According to the IRS, more than 12 million people offset their 2022 tax bills by taking charitable-giving deductions. Tax Cuts and Jobs Act changes… Read More »Bunch charitable giving to maximize tax deductions
When people think about charitable giving, they typically think of giving cash. Monetary donations are straightforward and the simplest way to give, but doesn’t always… Read More »Complex assets: Impactful giving beyond cash
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