Latest
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The Secret to Supercharging Your Charitable Giving: Low Fees
What are you paying in investment and administrative fees? The less you pay, the more your money grows, and so does the impact your giving makes.
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If You're the Millionaire Next Door, You May Be a Terrible Spender
Good job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
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How to Give to Charity and Also Generate Retirement Income
Two ways to give to charity — a charitable gift annuity and a charitable remainder trust — can save you taxes and generate income.
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Developing a Charitable Giving Strategy: Where to Begin
Knowing what to give, how to give and where to give can help ensure your charitable giving aligns with your values and maximizes your impact.
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How to Donate Your Life Insurance Policy to Charity
Donating an unneeded life insurance policy to charity can extend your charitable legacy. To maximize that gift, consider methods that may reduce your tax burden.
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Benefits of Charitable Contributions You May Be Overlooking
There are many tax, estate and income benefits when you donate to charity, especially if you make use of a charitable remainder trust (CRT).
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Melinda French Gates Models Three Strong Lessons for Philanthropists
Gates' willingness to pivot and her focus on her charitable giving vision provide an excellent example for current and future philanthropists.
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Melinda French Gates Gives $1 Billion in Support of Women's Rights
Melinda French Gates will give $1 billion to philanthropic individuals and organizations advancing women’s rights globally, over the next two years.
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QCDs Are a Tax-Smart Way for Retirees To Donate to Charity
The Tax Letter With QCDs, retirees can save on taxes by making donations from their IRAs directly to charity. Here's what you need to know about qualified charitable distributions.
The Tax Letter
