Charitable Giving

This kitten gifts appreciated stock. Be more like this kitten.

The hypocrisy of candidates who pretend to be generous with other people’s money while purposefully characterizing those who are actually generous destructively is an issue worthy of consideration when you vote.

Charitable gift annuities get an “A” for marketing and an “F” for performance.

Do I start planting investments and then refrain from giving for ten years?

Last month I was eating lunch at a local restaurant when I noticed an offer by GiveBuddy.com that the restaurant would send a check for 10% of my receipt to any organization I chose.

The tax code provision that allowed IRA owners to contribute up to $100,000 directly from their IRA to the qualified charity of their choice–without recognizing the donation as income–expired at the end of 2011, but what if it is reinstated?

A Donor Advised Fund is a way to give small amounts to many charities. But take a look at the pros and cons of this strategy before diving in.

There are three IRA tax requirements and saving techniques which collided recently for a client. I found a solution.

Q: I received a letter from a nonprofit organization to which I regularly donate suggesting I may be eligible for state tax credits. Can you please explain what this means?

Q: We plan to use appreciated stock for charitable giving and are looking into using a Schwab Charitable Fund. Do you have any feedback on this strategy?

Americans are a generous people, and the end of the year is the time of year when most people do their charitable giving.

Christmas is coming. This is the time of year to consider charitable giving. Let us assume you have decided you want to give appreciated stock instead of writing a check. Now what?

Capitalizing on tax savings can allow you to be even more generous in years to come.

More than 200 charities have been designated Neighborhood Assistance Programs (NAPs).

For charity to be a virtue, it must be freely given from your own resources.

When you give to charity, you make an investment. By doing a little homework, you can be sure your gift makes the best possible return on investment. While giving is its own reward, giving wisely seems to double that reward.

Donor Advised Funds offer the charitably inclined new flexibility for managing gifts to charity. By funding an account, donors receive an immediate tax deduction for their contribution and gain the flexibility to direct payouts to charity on their own timetable.

No matter what worthy organizations you support, you can give up to 15% more if you give them appreciated stock instead of cash.