Charity
News, insights and expert analysis on charity from the team at Kiplinger.
Latest
-
5 Ways the OBBBA Rewards the Midwestern MillionaireDiligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
Give More, Pay Less: Guide to 2026 Tax-Smart Charitable GivingTax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.
By Caleb Lund, CAP®
-
Giving Gamechanger: Why It's Time to Use a Donor-Advised FundA donor-advised fund can help you make the biggest impact on your chosen causes while remaining tax efficient in light of market gains and OBBBA tax changes.
By Mark Froehlich, CPA, MBA
-
If You're the Millionaire Next Door, You May Be a Terrible SpenderGood job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
I want to travel, my wife wants to donate 10% of our income.We asked wealth planners if "tithing" (donating 10%) makes sense in retirement.
By Maurie Backman
-
5 Legal 'Loopholes' the IRS Wishes You Didn't KnowFrom opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
By Lawrence Sprung, CFP®, CEPA®
-
3 Major Changes to the 2026 Charitable DeductionTax Breaks About 144 million Americans might qualify for the 2026 universal charity deduction, while high earners face new IRS limits. Here's what to know.
By Kate Schubel
Tax Breaks -
Why Charitable Remainder Trusts Team With Donor-Advised FundsIf a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.
By Mark Marrazzo
-
These Retirement Planning Steps Protect the Life You WantThis kind of planning focuses on the intentional design of your estate, philanthropy and long-term care protection.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
