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
In 2021, charitable giving passed a milestone: For the first time ever, a greater share of individuals’ charitable donations went into donor-advised funds (DAFs) than… Read More »How to choose: Donor-advised funds vs. private foundation
While progressing through their careers as attorneys, Alma and Brent Nickels have developed a routine of generosity. With the means and opportunities to support causes… Read More »How to create a family giving plan
Making predictions for the year ahead is a dicey undertaking. The economy is unstable, the global stage is frightening, and the only thing certain about… Read More »Charitable Giving Projections for 2024
The process of opening a donor-advised fund (DAF) is so simple, that the hardest step might be choosing the right name that best fits the… Read More »How to name a donor-advised fund — Your complete guide
Despite the upheavals and aftershocks over the last couple of years brought about by a pandemic, inflation, and other world events, the wealth management industry… Read More »2024 top trends in wealth management
A charitable remainder annuity trust (CRAT) is a type of charitable remainder trust that enables a donor to support a charity while receiving a fixed… Read More »What is a charitable remainder annuity trust? Your complete guide
Partner blog: This blog is in partnership with John T. Keith, senior consultant with Johnson Grossnickle and Associates (JGA), which has been providing authentic strategic… Read More »Clearing the confusion: Debunking myths about DAFs
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