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Charitable Giving


  • Charitable giving

    If you leave money to a charity, you'll gain personal satisfaction--and your gift may reduce the amount of taxes your estate may owe. You can name a charity as a beneficiary in your will. You can also name a charity as a beneficiary of your individual retirement account (IRA) or employer-sponsored retirement plan. If you're wealthy, you might consider establishing a charitable trust. Or, you can make charitable gifts outright during your lifetime, enabling you to receive a current income tax deduction as well as minimize potential estate taxes by removing the donated assets from your taxable estate.

  • Charitable Giving

    Today more than ever, charitable institutions stand to benefit as the first wave of the baby boomers reach the stage where they're able to make significant charitable gifts. And though writing a check at year-end is one of the most common ways to give to charity, planned giving may be even more effective.

  • Gift Tax Strategies

    Now may be a great time to make gifts that take advantage of the current large gift tax applicable exclusion amount, low gift tax rates, depressed property values, and low interest rates. The first gifts you consider should generally be annual exclusion and qualified transfer gifts.

  • How a charitable lead trust works
  • How a charitable remainder trust works
  • How to Give Wisely and Well
  • The best property to give to charity