Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
New Bill Seeks 'Charity Parity,' Extending QCDs to Workplace Retirement Plans
By Melanie WaddellQualified charitable distributions, a popular RMD optimization tool, are better suited for IRAs, Ed Slott says.
August 24, 2025
Debate: Should Itemized Deductions Be Capped for the Wealthy?Starting in 2026 deductions will be reduced for those in the 37% tax bracket.
May 09, 2025
Greater Need, Greater Giving Spell Greater Opportunity for AdvisorsRegistration is open for ThinkAdvisor's June 3 webcast on trends in charitable giving, donor-advised funds and foundations.
December 11, 2024
Year-End RMDs and the QCD Workaround StrategyQualified charitable distributions can help clients reduce tax liability, but there are pitfalls to avoid.
December 03, 2024
7 Tips for More Impactful Giving via Donor-Advised FundsResearch shows that high-net-worth clients prefer advisors who take a more personal approach when discussing philanthropy.
December 02, 2024
12 Most Generous U.S. StatesAlthough many Americans are not able to give much money, WalletHub found, they generously donate their time.
October 16, 2024
Tax-Smart Portfolio Moves for the End of 2024It's been an interesting year in the markets, and the activity will likely play into year-end tax planning.
September 11, 2024
20 Best U.S. Donor-Advised Funds: StudyThe metrics measured included initial contribution requirements, customer service, and ease of use and restrictions.