Whether clients choose to give specific sums to charities during life or at death, charitable giving allows individuals to ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on qualified charitable ...

A high-profile critique of elite philanthropy overlooks the real reason people give—and how estate and tax planning can align ...

We explored several charitable giving options, including Donor Advised Funds, charitable gift annuities, and the Montana Endowment Tax Credit. After consulting with his tax professional ...

Commissioners launched a new initiative – the Douglas County Hall of Fame – at its March 11 Business Meeting by presenting ...

You can do so through a charitable gift annuity. This type of donation can provide you with regular payments and allow us to serve children in need around the world. You can also qualify for a variety ...

U of A alumnus Nate Looney has been named executive director in the Office of Planned Giving effective May 8. In his new role as executive director, Looney will work with alumni and friends of the ...

The recent volatility in the stock market, ongoing trade wars, and talks of further increases to the federal debt ceiling ...

Additionally, with a one-time $54,000 gift per person as a QCD, Linda and Tom are establishing a Charitable Gift Annuity (CGA). In Linda’s words, their CGA is “the gift that keeps on giving.” Their ...

Charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) achieve the same objective. You give an appreciated asset to a charity. In exchange, that charity, or in the case of a CRT ...