Sarah Weaver of the Central Indiana Community Foundation shares insights into charitable gift planning and donor-advised funds.
Assets Can Be “Complicated”. Charitable Gift Planning Need Not Be
read more
charitable giving
Giving and Receiving Benefits Through a Donor-Advised Fund
Thanks to the Tax Cuts and Jobs Act of 2017, the use of donor-advised funds is soaring. These arrangements make it possible for donors to enjoy tax deductions now, but make specific distribution decisions later.
2021 – a Good Year for Charitable Planning
2021 happens to be an especially good year for charitable planning. Two tax breaks first signed into law last year are available once again this year.
Earlybird Charitable and Estate Planning in 2021
The new administration has proposed many changes to income tax and transfer taxes. Clients whould consider implementing certain strategies now, before those changes take effect.
Stepping Up Now in Case Step-Up is Repealed
The incoming administration has revealed a plan to repeal the step-up in bases at death. Learn about adjusting estate planning strategies to fit a potential no-step-up reality..
Smart Gifting in 2021 Focuses on the Need
Estate planning has “gotten a raise’ in terms of the increased estate and gift tax exemption, but even more important, the effects of the pandemic has focused attention on the need – the needs of family members, and the needs of charitable organizations.
Why Your Favorite Charity and your IRA Ought to Meet
Our tax laws serve as good matchmakers, helping magic happen when your favorite charities and your IRAs “meet”.
Reap-Your-Taxes-While-Ye-May Estate Planning
2020 year end planning may offer some not-to-be repeated opportunities to take advantage of current low income tax rates and CARES Act provisions.
When Do Charitable Deductions Make a Difference in Your Taxes?
Post the SECURE Act, charitable deductions can make an even bigger difference to both charities and taxpayers.
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...
