Latest
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How to Report QCDs on Your Tax Return: The Tax Letter
The Tax Letter Qualified charitable distributions, otherwise known as QCDs, can be tricky when it comes to tax reporting. We've got some pointers to help with filing.
The Tax Letter -
Three Ways to Make the Most of Your Year-End Giving
Understanding how to maximize your charitable donations can help you stay on budget and help the causes you are passionate about.
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If You Give to Charity, ‘Bunching’ Could Save You Thousands
This simple tax strategy, using a donor-advised fund (DAF), lets taxpayers who don’t normally qualify for itemized deductions access the charitable deduction.
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'Tis the Season for Charitable Giving's Many Benefits
Giving to charity can bring together multiple generations during the holidays to learn about the family’s values. And, of course, there are tax breaks…
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Four Ways to Smile More When You Think of Your Spending
The goal is to increase the personal return on investment of your spending by focusing more on your values, experiences, relationships and giving.
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Loosening the Reins in Philanthropy Could Mean Better Outcomes
Corporate philanthropy has trouble responding quickly to urgent needs, but that could change if they worked well with nonprofits and the communities they serve.
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Year-End Tax Planning for a Financially Healthier Retirement
Getting your tax ducks in a row for the end of the year can decrease your tax liability and make the most of your income, now and in retirement.
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The Best and Worst Ways for Retirees to Give on Giving Tuesday
Cash donations are certainly the most convenient, but you could be overlooking significant tax advantages by taking the easy way.
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It’s Giving Tuesday: Charity Strategies the Wealthy Can Apply
When markets are down and interest rates are high, philanthropy can take a hit. Here are some ways that affluent consumers can make the most of their charitable giving.
