Charity
Latest
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How to Be an Effective Board Member for a Charity
Charity Care enough about the charities you serve to think differently about the investment time horizon involved. Unlike your own portfolio, a foundation is a perpetual proposition.
By Joey Sager, IAR Published
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Charitable Trade-offs Between Donor-Advised Funds and Private Foundations
Charity You’ve decided to increase your charitable giving. That’s great! Realize that philanthropy can take many forms. When deciding between a donor-advised fund and a private foundation, the choice that suits you best depends on what matters to you most.
By Lawson Bader Published
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A Charitable Trust With Many Benefits for Retirees
Charity You can use a charitable remainder trust to help support causes you love and leave money to heirs in a way that mimics the old "stretch" IRA.
By Rocky Mengle Published
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4 Things to Consider When Planning for Year-End Charitable Giving
Charity Many people give at this time of year, but don’t be in such a rush to meet the end-of-the-year deadline that you lose sight of what your actual goal is.
By Lawson Bader Published
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How to Donate Money and Reduce Your Taxes This Holiday Season
Charity Three tax-smart ways to give back include QCDs, direct gifts and gifting of appreciated shares.
By Marcy Keckler, CFP®, CRPC® Published
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5 Tips to Make Your Year-End Giving Go Further
Charity Here are a few ideas on how to help maximize the feel-good effects that your charitable contributions can deliver this year.
By Hannah Shaw Grove Published
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Practical Ways to Turn Your Philanthropic Dream into a Reality
Charity Maybe you have an undefined notion of how you’d like to make a change in the world. Here’s how to define your mission and then take the next steps to make it happen.
By Chris Gullotti, CFP® Published
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QCDs: A Great Way to Give Yourself (and the Charities You Love) a Gift This Year
Charity Why you should consider using your annual IRA distribution to make a qualified charitable distribution.
By Allison L. Lee, Esq. Published
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Every Dollar Counts: How to Evaluate a Nonprofit
Charity The 10 questions you should ask before making a donation this year.
By Gillian Howell Published
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