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Charitable Planning

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Ed Slott's Seven Best Year-End Tax Planning Strategies For 2020

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Time is running out this year to offer clients these tax-related benefits.

Pandemic Makes Donors Less Willing To Give Time To Charities

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Charities may face a shortage of volunteers because of the pandemic, Fidelity Charitable says.

Donors Are Worried About Their Favorite Charities

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Covid-19 has changed the way donors give to charity, Fidelity said.

Billionaires Urge Tax Reform To Free $1 Trillion For Charity

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Recommended reforms include making deductions for giving available to those who don't itemize.

Pandemic Squelches Donors' Desire To Give Time To Charities

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Charities may face a shortage of volunteers because of the pandemic, Fidelity Charitable says.

It’s A Good Time To Consider Donor-Advised Funds For Giving And Tax Reasons

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DAFs have grown in popularity ever since the Tax Cuts and Jobs Act increased the standard deduction.

Ray Dalio Donates $50 Million To Fight Health-Care Injustice

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The Dalio Center for Health Justice will focus on reducing differences in access to quality health care.

Private Foundations Respond To Covid Needs

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More individuals are receiving aid from private foundations, says Foundation Source.

Now's An Ideal Time To Use Donor-Advised Funds For Giving—And Tax Breaks

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DAFs have grown in popularity ever since the Tax Cuts and Jobs Act increased the standard deduction.

The Five Best 2020 Tax Planning Ideas

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This year will offer certain tax planning opportunities you won’t see in the future.

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