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The Motley Fool November 9, 2006 |
Capital Gains on Gifts How do capital gains work on stock received as a gift? |
The Motley Fool October 1, 2004 |
Accounting for Inherited Stock There's a big difference, taxwise, between inheritances and gifts. |
Registered Rep. September 9, 2010 Richard A. Behrendt |
Why Super Rich Clients Should Consider Making Taxable Gifts in 2010 For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity. |
The Motley Fool January 3, 2007 |
Inherited Stock and Taxes How do you account for inherited stocks, for tax purposes? |
Commercial Investment Real Estate Mar/Apr 2013 Mary Stark Hood |
Real Estate Gifting Realized: Bargain Sales Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. Real Estate Gifting Realized, a program launched by the CCIM Foundation, facilitates the donation of real estate to charitable organizations. |
Financial Advisor September 2006 Beck & Leibell |
Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive. |
Commercial Investment Real Estate May/Jun 2014 Mary Stark Hood |
Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work. |
The Motley Fool July 7, 2006 Dan Caplinger |
Giving Until It Helps: Part 2 Using a charitable trust or foundation can make your gift work for charity -- and for you. |
The Motley Fool October 31, 2007 Dan Caplinger |
It's Time to Give Charitable organizations make a big push for donations at the end of each year, wanting to capitalize on the time left for donors to make tax-deductible gifts. Here are a few pointers on managing your charitable giving. |
AFP eWire August 11, 2008 |
IRS Shares New Proposed Rules for Charitable Gift Deductions The IRS proposed new guidelines on Thursday, Aug. 7, that define its requirements for documenting the value of cash and noncash gifts submitted as tax deductible. |
AFP eWire May 27, 2008 |
Seeing Eye-to-Eye with Your Donor's Financial Adviser There are ways to collaborate with a financial adviser to fulfill the donor's goals of having a solid financial plan and making a lasting contribution to a favorite charity. |
AFP eWire April 19, 2011 Michael J. Rosen |
Five Common Myths About Planned Giving These myths can lead organizations to take no action or to take the wrong action where planned giving is concerned. Here are five common myths rebutted. |
The Motley Fool December 15, 2006 Mary Dalrymple |
Holiday Panic Attack? Shopping at the last moment can lead to some financial peril, if you're not careful. Here are some ideas for keeping your head while doing your last-minute shopping. |
The Motley Fool April 29, 2005 Selena Maranjian |
Oprah's Taxing Issues If Oprah cuts you a check, is it income or a gift? |
The Motley Fool October 21, 2005 Roy Lewis |
Share the Wealth Donating money to worthy causes is wonderful, but you'll get even more tax advantages if you donate appreciated stock instead. Here's how it works. |
The Motley Fool October 13, 2004 Selena Maranjian |
Short Answers on Shorting Put "buy low, sell high" in reverse -- and you're shorting stock. |
Registered Rep. May 4, 2011 Jerry Gleeson |
Complex Assets Find a Place in HNW Donor Strategies Affluent households with philanthropic inclinations are giving more than just cash these days. |
The Motley Fool November 13, 2006 Dan Caplinger |
Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain. |
Inc. November 2006 Lora Kolodny |
Update: Tax on Fancy Freebies Distinctive Assets will continue its corporate-sponsored gift-giving at the Emmys and Grammys, even if the gift bags are taxed at the highest bracket. |
On Wall Street October 1, 2011 Jones & Luscombe |
Making the Most of The Gift Tax and Its $5 Million Exclusion With the current gift tax exclusion amount set at a record-setting $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake. |
Registered Rep. August 1, 2005 Daniels, Leibell & Prince |
Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets. |
Commercial Investment Real Estate May/Jun 2013 Mary Stark Hood |
Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
AFP eWire December 18, 2012 Laura Kalick |
Wrapping Up 2012: Important Tax Reminders for U.S. Nonprofit Professionals With the country inching ever-closer to the edge of the metaphoric fiscal cliff, policymakers are discussing a number of proposals that are bound to impact nonprofit organizations' ability to raise funds now and in the coming year. |
AFP eWire December 11, 2006 |
IRS Issues Guidance on Payroll Deduction Contributions to Charities For charitable contributions made via payroll deductions, the IRA is requiring two documents to substantiate the gift and satisfy this requirement. |
AFP eWire January 12, 2009 |
Written Appeals: Imaginative Ways to Ask Donors to Give More Caught in a rut with how you make the "ask" in your appeal letters? Want to encourage annual fund donors to give more? Here are some effective strategies. |
The Motley Fool December 10, 2004 Roy Lewis |
Charitable Contributions of Stock While donating money to worthy causes is wonderful, especially this time of the year, it can be even more wonderful to donate appreciated stock instead of cash. The tax advantages can be well worth it. Here's how it works. |
Investment Advisor December 2006 Susan L. Hirshman |
Gifts That Keep Giving Do you know what your clients' year-end gifting plans are? If not, now is an excellent time to approach the subject of charitable gifting with each of your affluent clients. |
AFP eWire May 21, 2004 |
Gifts of Patents, Intellectual Property Under Congressional Microscope A provision in the JOBS (Jumpstart our Business Strength) Act, recently passed by the Senate, would limit a donor's deduction for gifts of intellectual property. |
The Motley Fool September 28, 2006 Dan Caplinger |
Do Charitable Fundraising Right Finding donors is essential for the success of your charity. Once you've done the hard work of finding them, make sure you treat them well by giving them everything they need to obtain the tax benefits they deserve. |
AFP eWire October 12, 2004 |
New Giving Strategy Allows Donors to Control Fund Management The Internal Revenue Service (IRS) has approved a new way for donors to give to charity but manage the contributed funds for up to a decade, according to a recent article in The Wall Street Journal. |
AFP eWire April 28, 2008 |
Keeping Up With Recent Tax Law Changes A recent article offers some helpful reminders for fundraisers and donors alike for navigating tax deductions for charitable gifts. |
The Motley Fool November 14, 2006 Dan Caplinger |
Crummey Trusts Aren't Crummy A special type of trust known as a Crummey trust lets you keep the control you want while getting the full estate-tax benefit of your gift. |
The Motley Fool June 13, 2006 Dan Caplinger |
A Trust for All Seasons: Personal Residence Trusts These trusts can help keep your home all in the family. |
The Motley Fool January 6, 2006 |
Don't Worry About Insider Selling ... Usually Executives sell for a variety of reasons. If you see an insider selling shares, it doesn't necessarily mean the company is in trouble. |
The Motley Fool November 29, 2004 Selena Maranjian |
Careful With Those Gift Cards! If you're a buyer of gift cards, read the fine print, and learn how the card works before you buy it. |
AFP eWire September 8, 2009 |
Ten Tips for Taxpayers Making Charitable Donations Here are the top ten things the IRS wants every taxpayer to know before deducting charitable donations. |
AFP eWire |
New IRS Substantiation Proposal: More Paperwork The Internal Revenue Service has proposed new regulations that would modify its requirements that nonprofits obtain a "contemporaneous written acknowledgement" for contributions of $250 or more. |
Commercial Investment Real Estate Nov/Dec 2012 Mary Stark Hood |
Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations. |
Registered Rep. October 1, 2004 Leibell, Daniels & Prince |
With Strings Attached Here are five alternatives for donors who wnat to retain some say-so over money donated, even after it has been donated. |
Entrepreneur July 2006 Melissa Campanelli |
It's a Wrap Want strong sales all year? Use your site to tap into the gift market. |
Financial Planning August 1, 2009 Martin M. Shenkman |
Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances. |
Investment Advisor December 2009 Tere D'Amato |
Expert's Corner: Look Before You Give Weighing the pros and cons of charitable gift annuities. |
The Motley Fool March 18, 2010 Selena Maranjian |
Enjoy These Tax-Free Events Not every financial happening will take a toll on your taxes. |
The Motley Fool December 19, 2006 Mary Dalrymple |
Play Your Gift Cards Wisely Last-minute tips for buying and using gift cards. |
The Motley Fool December 7, 2006 Elliott Orsillo |
Fun With Charitable Gift Funds One option for giving to charity, which is available to many of us, is to donate stock. Donating stock rather than giving cash can have significant tax advantages. |
The Motley Fool November 23, 2009 Dan Caplinger |
What to Do With Your Winning Stocks Help others and help yourself by being smart with charitable gifts. |
AFP eWire February 18, 2014 |
Major Gifts for Small Shops: The Major Gifts Challenge Amy Eisenstein has helped small and large nonprofits alike raise millions of dollars through major gift and capital campaigns, board development, annual fund campaigns, direct mail, and planned gift solicitation. |
The Motley Fool July 7, 2006 Dan Caplinger |
Giving Until It Helps Planning a gift to charity can make a good thing even better for investors. |
AFP eWire March 16, 2010 |
The Untapped Potential of Matching Gifts Are you actively spreading awareness of matching gift opportunities among your donors? |
The Motley Fool December 3, 2007 Mary Dalrymple |
Gift-Card Gotchas If you've got a gift card or two on your shopping list, consider these tips for making them gifts without grief from a financial standpoint. |