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There are a surprising variety of ways for clients to support charities, even if they don't have extra cash to give.
November 25 -
A new study finds that donor-advised funds are outnumbering all other charitable donation vehicles combined.
November 25 -
Clients who attend charity dinners or concerts need to take precautions on their tax returns.
November 25 -
A family contribution system can help strengthen philanthropy as a core family value.
November 25 -
Some varieties of charitable remainder trusts can be tailored to donors' income needs.
November 26 -
By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.
November 25 -
Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.
November 24 -
Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.
November 23 -
The impact of making a few large gifts may be quite different than the outcome from making many smaller gifts. Here are some tips to help clients decide how many charities to support.
November 22 -
As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.
November 21 -
Once a client has made a donation to his or her favored charity, your work has just started. Changes in tax laws, investment values and charitable organizations mean that advisors need to be vigilant.
November 19 -
When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.
November 18 -
Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.
November 17 -
Stocks that have suddenly become predominant in a client's portfolio are prime candidates for a charitable donation.
November 14 -
Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.
November 14 -
When helping clients plan their charitable giving, there are two topics advisors need to cover in-depth in their first conversations.
November 14 -
The Chartered Advisor in Philanthropy certification is designed for individuals in a range of fields. Advisors say the designation has helped elevate their conversations with wealthy and philanthropically-minded clients.
November 13 -
The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.
December 11 -
While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.
November 11 -
The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.
November 10 -
Leaving pretax money to charities reduces taxable distributions for other heirs.
November 7 -
Mixing your clients' charitable impulses with your own can have multiple benefits.
July 11 -
It pays to make tax-related decisions when time is on your side.
November 7 -
With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.
November 6 -
Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?
November 5 -
Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.
April 11 -
Including the next generation in a family's charitable activities helps advisors build a relationship.
March 11 -
An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.
October 31 -
An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.
October 31