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Donating a conservation easement can be beneficial both to the environment and to a client's tax bill.
November 20 -
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.
November 12 -
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.
November 7 -
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.
November 4 -
Including the next generation in a family's charitable activities helps advisors build a relationship.
November 3 -
An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.
October 31 -
Contributing appreciated holdings to charity can be a tax-efficient strategy.
October 31