Top Senate Taxwriters Seek Input on Digital Asset Tax Rules
The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits.
View ArticleThe Evolving Environment Of NIL-Based Fundraising
Christopher P. Woehrle looks at the emergence of tax-exempt NIL collectives that operate independently from affiliated universities and colleges.
View ArticleGifting Complex Assets
A simple approach to helping clients maximize charitable impact and reduce taxable income.
View ArticleCharitable Deduction Allowed for Distributions of IRA Through Trust
But was it worth the cost of getting a the private letter ruling?
View ArticleWhat Donors’ Advisors Should Know About Charitable Gift Annuities
Adhere to state and federal laws when operating a CGA program.
View ArticleCharitable Giving Trends: A Brief Overview
The Giving USA Report provides insights to help meet our clients’ situations and goals
View ArticleYear-End Federal Policy for Donors And Advisors to Watch
Issues on the radar include disaster relief, DAFs and crypto philanthropy.
View ArticleClassifying An Asset for Charitable Purposes
It’s not enough to show that it isn’t held as an investment or to produce income.
View ArticleA Different Kind of Philanthropy
How IRC Section 501(c)(4) organizations can help clients meet their goals.
View ArticleDefining a Philanthropic Legacy Through Donor Intent
A critical step in the giving process.
View ArticlePayday Mayday–Compensation Rules for Private Foundations and Public Charities
Avoiding excise taxes before it’s too late.
View ArticleFrom Grantmaking to Problem Solving: The Power of Charitable LLCs
Donors are starting to use new and existing corporate structures to bring about social change.
View ArticleCan 'Magic Numbers' Boost Charitable Donations?
DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in Jewish culture.
View ArticleThe Estate Exception to Self-Dealing Prohibitions Explained
A helpful and powerful tool for charitably inclined clients with complex assets.
View ArticleCharityvest Looks to Socialize DAFs
A new entrant into the growing DAF-related advisortech space is leaning into community to set them apart.
View ArticleCharitable Giving Has Bounced Back
The average amount donated by affluent individuals to charity in 2022 was up 19% from pre-pandemic levels, according to a recent Bank of America study.
View ArticleIRS Warns Against Improper Art Donation Deductions
Aggressively misleading promotions are targeting high-income taxpayers.
View ArticleCelebrity Estates: Bob Barker and Leaving a Charitable Legacy
The majority of Bob Barker's estate was donated to 40 different animal and military charities.
View ArticleFour Strategies for Donating a Home to Charity
It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs.
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