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December 2017

Take Advantage of the IRA Charitable Rollover for This Tax Year
The IRA charitable rollover has become one of the most popular ways to make gifts to charity, and many donors make IRA gifts in December as part of their year-end strategy to reduce taxes ...

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Previous Articles

Five Ways to Make a Charitable Gift with Retirement Funds

Three Tips on Timing Your Year-End Charitable Gift

Your Charitable Giving Can Continue Indefinitely

You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity

A Charitable Solution for Low Return on Your Investments

IRA Rollover Can Reduce Tax on Social Security Benefits

Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future

How Much of a Deduction Will Your Charitable Gift Generate? You Choose!

A Charitable Solution to an Unwelcome Surprise

Double Duty: A Gift to Charity and to Family

Six Ways to Transfer Assets

Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance

You Can Make a Gift to Charity and Recover Your Capital

You Have Charitable Options for Your Required Retirement-Plan Distributions

Overseas Travel Often Triggers Estate Planning

5 Reasons People Delay Making or Updating Their Wills

Give Property Before It’s Too Late to Avoid Tax on Capital Gain



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