Donating Appreciated Stocks: A Tax-Efficient Giving Strategy
When considering making a charitable gift, cash is often the first option that comes to mind. It’s as simple as writing a check or making a payment directly online. However, if you want to make a significant impact and receive a double tax benefit, consider donating appreciated stocks. This approach not only supports our mission…
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How to Make Gifts of Real Estate
Real estate (a home, vacation home, land, commercial property, etc.) is a potentially powerful asset to fund a charitable contribution, yet it is often overlooked. Do you own appreciated property you no longer wish to use or maintain but don’t want to pay the capital gains tax that would result from a sale? Consider the…
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Planning for Change: Estate Reduction through Charitable Giving
Spotlight on Giving The estate tax exemption doubled under the Tax Cuts and Jobs Act (TCJA) of 2017 and now sits at $13.99 million. However, this provision is scheduled to “sunset” at the end of this year. If Congress doesn’t act, the exemption amount will drop into the $7 million range. If your estate is…
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Wrap Up the Year with a Meaningful Gift
With the holiday season in full swing, most people find themselves in a flurry of activity, from decorating the house and preparing for guests to finishing a surge of work before scheduled vacation time to finding that perfect gift. Of course, not all gifts are wrapped. Some are designed to make a meaningful impact. Fortunately,…
Read MoreFive tried-and-true gift practices
In every field, from business to education to public policy, there are “best practices”—methods or techniques designed to ensure quality and produce optimal results. Charitable giving is no exception. While some best practices are subjective, there are tried-and-true concepts that all donors should keep in mind when planning a gift. Consider these five practices to…
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