Charity
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How to Inspire Your Grandkids to Invest in Charitable Giving
Charity When trying to motivate future generations to invest in good causes, it’s easy to get caught up in the "what." Yet it’s the "why" that really makes the difference. For me, it was escaping a coup in Liberia as a child.
By Stephen B. Dunbar III, JD, CLU • Published
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Donor-Advised Funds: The Gift That Keeps on Giving
Financial Planning Expert guidance on how this charitable vehicle can make a difference.
By Emma Patch • Published
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Could Donor-Advised Funds Soon Be as Popular as 401(k)s?
Charity Interest in this charitable giving tool is growing as it offers simplicity and tax benefits similar to 401(k)s.
By Stephen Kump • Published
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Which Type of Donor-Advised Fund Is Right for You?
Charity A Q&A with an expert at DonorsTrust delves into the details to help givers do the most good with their money.
By Lawson Bader • Published
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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