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Blog: Philanthropic Resources
A voice for positive community change.
September 14, 2022
Philanthropic Resources
From private foundation to donor-advised fund: What’s involved in making the move?
The popularity of donor-advised funds has everyone talking, including families who already have a private family foundation. Which structure is right for your client right now? And what does it take to transfer a private ...
August 17, 2022
Philanthropic Resources
Three steps to start advising philanthropic family business owners
More than half of the country’s GDP is generated by family-owned businesses. Profits aren’t the only priority for most family businesses; indeed, the vast majority of family business owners report that other factors, such as ...
advisors
August 17, 2022
Philanthropic Resources
Giving USA donor-advised fund special report
By Josh Dukelow, gift planning officer Donor-advised funds (DAFs) are a very popular tool for charitable giving. Data from Giving USA’s 2022 Special Report on DAFs illustrates just how much their use has grown. For ...
donor-advised funds
August 17, 2022
Philanthropic Resources
Tax law is changing; here’s how
By Josh Dukelow, gift planning officer Potential tax reform has seemed ever-present on the federal legislative agenda for the last few years. There are signs, though, that we may be getting clarity soon. First, SECURE ...
advisors
tax
taxes
July 18, 2022
Philanthropic Resources
Avoiding “too good to be true” charitable structures
Even for accountants, attorneys, and financial advisors, the rules and regulations governing taxation in the United States can become overwhelming if you are not paying attention every day to the developments in your area of ...
IRS
taxes
July 12, 2022
Philanthropic Resources
IRS warns high-income taxpayers: Beware these tax-avoidance schemes
By Josh Dukelow, gift planning officer In June, the IRS issued its annual “Dirty Dozen” list, highlighting specific tax-planning strategies that might trigger further review for potential tax-avoidance. They are hiring up to 200 additional ...
IRS
taxes
June 14, 2022
Philanthropic Resources
Uncertainty continues for SECURE 2.0’s proposed QCD enhancements, but the law “as is” is still great for clients
If it feels as though your clients are asking more questions these days about retirement planning, you’re likely not imagining it. Heightened awareness of retirement planning rules and tools is no doubt in large part ...
advisors
May 17, 2022
Philanthropic Resources
Charitable deduction: Hot topics and historical context
Tax issues related to the charitable deduction are hot topics these days as potential tax reforms are circulating in Congress. Included in the discussions, for example, is proposed SECURE Act 2.0 legislation that passed the ...
advisors
April 20, 2022
Philanthropic Resources
Legislative update: Tax law changes are swirling
This spring, there is certainly no shortage of proposed tax law changes in the works. Notably (and recognizing that it is impossible to predict when, or if, any proposed legislation will become law), we are ...
advisors
March 16, 2022
Philanthropic Resources
Tips for advising clients about giving retirement assets to charity
The COVID-19 era is sometimes referred to as the Great Resignation because of the large number of people who have exited the workforce in the last couple of years. Some are referring to this period ...
advisors
Philanthropy
retirement
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