Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
20 Best U.S. Donor-Advised Funds: Study
By Michael S. FischerThe metrics measured included initial contribution requirements, customer service, and ease of use and restrictions.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
December 20, 2023
Procrastinator's Guide to Year-End Tax Savings, 2023 EditionThese tax-saving moves might seem incredibly simple, but they can add significant value come April.
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 19, 2023
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024The IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
December 13, 2023
10 Overlooked Tax Credits and Deductions for 2023These ways to (legally) reduce clients' tax burdens are well worth year-end discussions.
July 24, 2023
Secure 2.0 Act Supercharges the QCD as an RMD Alternative for 2023Taxpayers can now use a QCD to satisfy their RMD obligation while creating an income stream.