Retirement Planning with Charitable Gift Annuities, Part II

December 1, 2024
For individuals at various stages of their careers, retirement planning is an important topic of interest. For those who are charitably minded, charitable gift annuities (CGAs) can serve as a valuable tool for planning and enhancing retirement security. With CGAs, donors can make significant charitable contributions that provide them with...

Retirement Planning with Charitable Gift Annuities, Part I

November 1, 2024
For many individuals, at various stages of their careers, retirement planning is an important topic of interest. For those who are charitably minded, Charitable Gift Annuities (CGAs) can serve as a valuable tool for planning and enhancing retirement security. With CGAs, donors can make significant charitable contributions that provide them...

Charitable Gifts of Homes, Part 2

October 1, 2024
There are many advantages to owning a home. Homes often appreciate over the years, providing stable growth and equity ownership. Over time, however, family and financial circumstances change, and the benefits of owning a home may no longer be needed. In such cases, homes can be excellent assets to donate...

Charitable Gifts of Homes, Part 1

September 1, 2024
There are many advantages to owning a home. Homes often appreciate over the years, providing stable growth and equity ownership. Over time, however, family and financial circumstances change and the benefits of owning a home may no longer be needed. In such cases, homes can be excellent assets to donate...

S Corporations and Charitable Giving, Part II

August 1, 2024
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications, liability protection and potential for business growth. S corporations, for instance, offer distinct tax benefits with passthrough taxation as well as asset protection...

S Corporations and Charitable Giving, Part I

July 1, 2024
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications, liability protection and potential for business growth. S corporations, for instance, offer distinct tax benefits with passthrough taxation as well as asset protection...

Charitable Giving with LLCs, Part 2

June 1, 2024
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications, liability protection and potential for business growth. One option is a limited liability company (LLC), which combines the pass-through taxation status of a...

Charitable Giving with LLCs, Part 1

May 1, 2024
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications, liability protection and potential for business growth. One option is a limited liability company (LLC), which combines the pass-through taxation status of a...

C Corporations and Charitable Giving

April 1, 2024
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications, liability protection and potential for business growth. C corporations, for instance, offer distinct benefits as separate legal entities with limited liability protection. This...

Employee Stock Ownership Plans and Charitable Giving

March 1, 2024
Employee Stock Ownership Plans (ESOPs) are innovative and flexible financial instruments that allow employees to have a stake in the ownership of their company. While ESOPs are often associated with employee ownership and wealth accumulation, its use goes beyond these traditional structures. In the realm of charitable giving, ESOPs offer...

Charitable Gifts and Life Insurance Policies

February 1, 2024
Many individuals own life insurance at some point in their lives. Life insurance policies provide long-term financial protection to loved ones in the event of an unexpected death. Depending on the policy type, life insurance policies can also be a safe investment option. Over time, however, family circumstances and financial...

Secure Act 2.0: New Year, New Rules

January 1, 2024
The new year is a great time to kick start charitable gifts. During this time, donors will be working with their professional advisors to understand their anticipated tax liabilities in the new year and may explore charitable giving options. For many of these donors, IRAs will be the largest-value asset...

Charitable Gifts of Commercial Annuities

December 1, 2023
Commercial annuities are considered by many to be safe investments for individuals looking to secure a consistent source of income over extended periods, notably during retirement. A commercial annuity will typically provide financial security throughout an individual's lifetime, with the goal of alleviating concerns about depleting retirement savings.
Over time...