Post the SECURE Act, charitable deductions can make an even bigger difference to both charities and taxpayers.
charitable estate planning
In Estate Planning Discussions, Philanthropy Should Get Personal
“Philanthropy can be a differentiator,” the CEO of Exponent Philanthopy tells financial planners. “It can strengthen a client relationships over the long term and even extend to multiple generations.” Yet, in a U.S. Trust survey of 100 people with $3 million or more...
Estate Planning with Both Income and a Charity in Mind
“They aren’t for everyone, but this sort of donation could generate income, Eileen Ambrose writes in Kiplinger’s Personal Finance, referring to charitable gift annuities. Typically a contract between you and your alma mater (or other institution), the charitable gift...
The Indiana Department of Education Can Help in Charitable Planning
The concept is an interesting one, and very much in keeping with the charitable planning goals of certain of our Geyer law estate planning clients - helping both corporations and the well-to-do help their low-income neighbors. The Indiana legislature established...