How do you decide what to give to charity, when, and on what conditions? Here’s a three-step checklist to help decide what elements of your estate to give to charity and how to do so:
Tim witnessed giving in a new way this year. He was entrusted to decide how to give away an entire estate to charity; this was his mission as trustee. What a joyful experience he found this to [...]
Here’s an idea for giving your resources for social impact today, and follow it up with a gift to your family. Let me illustrate this strategy by thinking of a plan for client who is interested [...]
Would you like to make a large gift to a cause you believe in but need encouragement to make it happen? You don’t need a motivational pep talk to get you there; you just need the US Tax Code! [...]