Charity
News, insights and expert analysis on charity from the team at Kiplinger.
Latest
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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®
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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
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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®
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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
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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®)
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Have You Aligned Your Tax Strategy With These OBBBA Changes?Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of these five OBBBA changes.
By John Bute, CPA
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QCD Limit, Rules and How to Lower Your 2026 Taxable IncomeTax Breaks A QCD can reduce your tax bill in retirement while meeting charitable giving goals. Here’s how.
By Kate Schubel
Tax Breaks -
Check Out These Opportunities Created by the New Tax LawA deep dive into the One Big Beautiful Bill Act (OBBBA) reveals key opportunities in 2026 and beyond.
By Justyn Volesko, JD, LL.M.
