Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act Fast
By Robert Bloink | William H. ByrnesA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
September 07, 2021
4 Signs Your Client Is Ready for a Roth IRA ConversionThe tax environment is favorable, but what does your client's financial situation look like? Here's what to consider.
August 05, 2021
How Donors Can Better Utilize Charitable Giving: BNY Mellon Wealth ManagementThe annual report addresses potential opportunities for donors to better realize financial and tax benefits.
July 26, 2021
It's Never Too Early to Think About Estate PlanningAdvisors should encourage young investors to start the process, choose beneficiaries, and think about making a long-term impact..
June 02, 2021
Donor-Advised Funds' Surge May Have Cost Charities $300B Over 5 Years: StudyIndividual giving has shifted substantially toward donations to DAFs and private foundations.
May 18, 2021
Wealthy Americans Boosted Giving to Local Causes in 2020: StudyA recent poll reveals three distinct shifts in giving behavior related to the pandemic.
May 04, 2021
5 Ways to Use a Tax Return as a Financial Planning ToolA new client's 2020 tax return can be a jumping-off point to understanding their financial situation.
March 01, 2021
Fidelity Charitable Wins Lawsuit Over Stock DonationA couple, both hedge fund managers, charged that false promises were made to induce them to contribute stock to a donor-advised fund.