Featured Gift Planning Articles

IRA Rollover Can Reduce Tax on Social Security Benefits

Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits that is subject to federal income tax. If you are 70½ or older, the rollover allows you to transfer up to $100,000 directly... Read more »

Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future

One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts. Reason: If you have owned the stock for more than one year, you can take a deduction based on the stock’s full fair-market value and you don’t have to pay tax on any of your paper... Read more »

How Much of a Deduction Will Your Charitable Gift Generate? You Choose!

One of the most attractive benefits derived from charitable planning is the charitable deduction, which reduces the out-of-pocket cost of your generosity. With some gifts you get a choice of the discount rate used for the deduction—and it can possibly make a difference of thousands of dollars in tax savings to you. The choice in... Read more »

Double Duty: A Gift to Charity and to Family

If you are like most people, deciding what to do with your assets is one of the most important decisions you face. Few of us feel like we have enough resources to meet all of our goals. Wouldn’t it be nice if some of our resources could do double duty? Some of our friends have... Read more »

Six Ways to Transfer Assets

Eventually we all will give away everything we own, but we have a choice as to how to make those transfers. There are six ways to transfer assets, five of which can be used to make charitable gifts. Here is an explanation of the methods: Lifetime gifts The most common transfers, of course, are lifetime... Read more »