Charity
Latest
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Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
Charity A qualified charitable distribution, or QCD, might be the answer for you – but watch those rules.
By Charles Rawl, CFP®, RICP® Published
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5 Ways Charitable Giving Can Star in Your Financial Strategy
personal finance Helping others is great, and helping yourself is always good as well, so why not do both at the same time? Integrate these five strategies into your financial plan, and you can.
By Matt Landon, Financial Advisor, CFP® Published
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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
Financial Planning -
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
Charity