Since the Tax Cuts and Jobs Act was implemented, there is an even greater incentive for donors to consider whether their planned giving will have an immediate or future benefit. When structuring your charitable giving plan,...
Category: Charity and Gifting
A recent study on the differences in charitable giving between the self-made wealthy and those that inherit wealth could have estate planning implications. A few years ago Bill Gates proclaimed that the first-generation...
What Are Gift Taxes?
December 22, 2014
The season of giving is right around the corner, making this a very apt time to talk about the legal stipulations of giving gifts. Although we don’t want to scare you away from giving generously, it’s important to...
How to Leave Money to a Charity in Your Will
April 30, 2014
As you prepare your estate plan, you might consider leaving a portion of your savings to a beloved charity (or two, or three . . . ). Wherever your heart lies—animal rights, environmental preservation, educational outreach,...