By Lauren Iwema, CAP®, Senior Advisor, Charitable Estate Planning for the American Heart Association Maybe you’re charitably minded or perhaps you have a tax situation such as a high-income year from selling a business or property? Then consider five ways to make a charitable gift. One thing is clear in working with […]
Benefits of Donating to Charity Using Your Retirement Assets
By Kevin Reardon, CFP® How can you use your retirement assets to lower your taxes and make a difference in the world? Make a tax-free Qualified Charitable Distribution (QCD) gift from your IRA to the charity(ies) of your choosing. This will lower your taxable income AND provide support to organizations that are making the world […]
Where will your money go in 2015? – A Guide to Giving
Where will your money go in 2015? Many people intend to have charitable giving be part of their annual spending, but don’t actually plan for it. This may be because families aren’t sure which charities to give to, how much to give, or how to make the gifts. We know that the fun part is […]
