Topic
Charitable Planning
3 articles on this topic.
Topics: All Charitable PlanningEstate PlanningFeesFiduciaryInvestmentsPilotsRetirementRothSouthwest AirlinesTax PlanningWorking With Advisors
Donor-Advised Funds: The Most Underused HNW Strategy
A donor-advised fund decouples the timing of your tax deduction from the timing of your charitable giving. For most high earners doing meaningful giving, it's the right tool — and it's nearly free.
QCDs: The Tax Move Every Charitable Retiree Over 70½ Should Know
Qualified charitable distributions let you give from your IRA tax-free, satisfy your RMD, and preserve other deductions. For charitable retirees, it's almost always the most efficient way to give.
Bunching Charitable Deductions: How TCJA Made an Old Strategy New Again
The 2017 doubling of the standard deduction made annual charitable giving tax-invisible for most households. Bunching multiple years of giving into one tax year solves it.
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