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Articles in Charitable Planning

You do not have to be a billionaire to be a philanthropist - making charitable donations can be a rewarding experience regardless of the size of your budget.
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Giving Well From Your IRA

by Randy Brunson Level 14
Qualified Charitable Distributions, or QCD’s, are distributions that go directly from your IRA, to the charity of your choice.  How can you use them for your benefit, as well as for the benefit of charities you want to ...(more)
Comment   |  Aug 04, 2016 from Suwanee, GA
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Giving that Gives Back

by Kathleen Nemetz, MBA, Certifed Financ... Level 6
by Kathleen Nemetz, MBA, CFP ® Registered representative of McClurg Capital, Member FINRA & SIPC It’s the giving season again, when many investors explore whether their choices of investments can grow for the ...(more)
Comment   |  Dec 29, 2015
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5 Stats You Didn't know about Charitable Giving

by Kimberly L. Curtis, CFP®, ChFC, CLU, ... Level 20 Staff Pick
At this point, we’ve all seen the videos and shout outs: “I’ve been nominated by so and so and am accepting the ALS Ice Bucket Challenge. Now I nominate…” **WHOOSH WATER DUMPED ON HEAD** It’s pretty incredible to ...(more)
Comment   |  Aug 20, 2014 from Denver, CO
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Getting Tax Advantages for Charitable Giving

by Melissa Joy CFP® Level 6
Giving to organizations close to your heart often offers an added bonus of a reduction in your tax obligations. With some planning, you may be able to increase the tax benefit as you consider the gifts you want to give. ...(more)
Comment   |  Aug 08, 2014 from Southfield, MI
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Charitable Giving Using A Donor Advised Fund

by Andrew Comstock, CFA Level 20
November is a month that many American give thanks for the blessings that they have. It is also a time of year that we review our charitable giving heading into year end. In 2012 alone charities in the US received over ...(more)
Comment   |  Nov 14, 2013 from Leawood, KS
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God's Math: A Story of Abundance

by Scott Godwin Thomas Level 20
The year 2004 and my boys had come home from preschool and each had planted seeds and seen a small plant emerge and they were not impressed.  For some reason this bothered me that the miracle of life did not excite them ...(more)
Comment   |  Jun 30, 2012 from Maitland, FL
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Four Principles About Giving...

by Scott Godwin Thomas Level 20
1) Every meaningful donation begins with a conversation. Do you have a process or methods to open up the space to have a meaningful conversation?  Have you used tools like "values cards" or well, thought-out questions ...(more)
Comment   |  Jun 30, 2012 from Maitland, FL
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Worst assets to leave heirs, may be the best for charities

by Scott Godwin Thomas Level 20
Best assets to give to your favorite charity or charities?  Qualified Retirement Accounts: IRA, 401(k), SEP-IRA, Profit sharing, or 403B plans.  Why? They create a special tax inside your estate called IRD or Income ...(more)
Comment   |  Jun 06, 2012 from Maitland, FL
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Outsource You Private Foundation

by Scott Godwin Thomas Level 20
Yes, there are 7 varieties of Foundations and each require reporting and work.  The Private Foundation or Family Foundation is potential a very flexible and friendly way to engage family.  If your funding is less than ...(more)
Comment   |  May 16, 2012 from Maitland, FL
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Impact Investing and micro loans

by Scott Godwin Thomas Level 20
There are several ways to achieve real impact and make a real difference as it relates to social issues you value.  One of the ways is through creating a small micro loan a.k.a. micro finance.  This could be done ...(more)
Comment   |  Feb 03, 2012 from Maitland, FL
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What is the worst asset to leave family but great to leave to charity?

by Scott Godwin Thomas Level 20
The estate attorneys and CPA are singing the answer in unison right now IRD's. What is IRD? Income in respect to decedent or in simple terms these are assets that have deferred tax liabilities like non-qualified ...(more)
Comment   |  Jan 27, 2012 from Maitland, FL
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Charity Ratings

by Scott Godwin Thomas Level 20
Are you looking to do a little research on who you are thinking of giving money or maybe you have been approach to give to a charity and your not sure.  What resources are available online?  It's a lot different today ...(more)
Comment   |  Jan 27, 2012 from Maitland, FL
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Good Stewardship Helps Avoid Fraud

by Scott Godwin Thomas Level 20
Whenever I talk with CPA's and they find out I have worked with boards and small nonprofits within a short period either a question or comment goes like this... Isn't it amazing how much fraud goes on with small ...(more)
Comment   |  Jan 17, 2012 from Maitland, FL
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When Private is Public and Public is Private

by Scott Godwin Thomas Level 20
Does it seem odd to anyone that Private charities like the Private Family Foundation is require to be fully disclosed?  So, if you have a Family Foundation the checks out the door are required Public Disclosure form ...(more)
Comment   |  Jan 11, 2012 from Maitland, FL
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How Can My Charity and I Both Benefit from My Gift?

by Michael Charles Hoffman Level 12
You could receive an immediate income tax deduction. With a properly structured gift, you could realign your investment portfolio without paying capital gains tax on appreciated property. Another strategy may allow you ...(more)
1 Comment   |  Jan 04, 2012 from Grass Valley, CA
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