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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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Maximize Your Giving with a Donor Advised Fund

by Charles Stuart Terry Level 6
When it comes to giving, the #1 question I get is “what’s the right amount to give?”  A less frequent question but almost important decision is “what’s the right way to give?” In addition to being able to give by cash, ...(more)
Comment   |  May 15, 2018
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Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes

by Ray A. Hawkins CFP ®, ADPAsm Level 16
Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes <header class="entry-header" style="box-sizing: inherit; margin-bottom: 20px; padding-bottom: 10px; border-bottom: 1px solid #f5f5f5; ...(more)
Comment   |  Jan 02, 2018
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Giving Well From Your IRA

by Randy Brunson Level 18
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 Goodwin 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 Goodwin 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 Goodwin 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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