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AFP eWire
February 26, 2007
IRS Seeking Comments on Donor-Advised Funds The recently enacted Pension Protection Act, which included the IRA rollover provision, mandated that the agency look at a number of issues related to donor-advised funds. mark for My Articles similar articles
Registered Rep.
January 26, 2015
Diana Britton
The New Reality in Donor-Advised Funds They let philanthropically minded donors give appreciated assets (like stocks) to charities without the value being reduced by capital gains taxes, while still claiming a charitable tax deduction. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2006
Bruce W. Fraser
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture. mark for My Articles similar articles
AFP eWire
March 19, 2007
Bills Introduced to Expand, Extend IRA Rollover The Public Good IRA Rollover Act would make the IRA rollover provision permanent. It also would allow donors age 59 1/2 or older to make contributions tax free from their IRAs to a charitable remainder trust, pooled income gift or charitable gift annuity. mark for My Articles similar articles
AFP eWire
February 25, 2008
Fidelity Gift Funds Attracts, Grants Record Amounts The Fidelity Charitable Gift Fund, the fourth largest public charity and the largest donor-advised fund program in the United States, attracted record contributions and granted the largest amount in its history last year. mark for My Articles similar articles
Registered Rep.
January 18, 2011
Jerry Gleeson
Record Generosity at Schwab, Fidelity Giving Accounts Double-digit market returns in 2010 helped boost Americans' charitable spirit, with top donor advised funds reporting new records in charitable contributions. mark for My Articles similar articles
The Motley Fool
February 1, 2007
Dan Caplinger
IRS Attacks "Charitable" Cheats A few bad apples can spoil everyone's good tax benefits. That said, some taxpayers' tendency to squeeze every dime they can from available deductions is unfortunate. mark for My Articles similar articles
AFP eWire
August 18, 2006
IRA Rollover Signed Into Law President Bush signed into law a pension reform bill that includes several giving incentives, including the IRA rollover provision. Fundraising strategies and plans will need to be immediately adjusted. mark for My Articles similar articles
AFP eWire
September 26, 2005
Powerful Giving Incentive in Katrina Relief Legislation Congress has passed a Hurricane Katrina tax relief bill that does not include the IRA Rollover provision, but does contain a new incentive that could encourage additional giving. mark for My Articles similar articles
The Motley Fool
October 31, 2006
Buz Livingston
A Foolish Treat: Charitable IRA Rollovers No trick here -- treat yourself to tax savings when you donate from an IRA. mark for My Articles similar articles
AFP eWire
November 21, 2005
U.S. Senate Passes Tax Reconciliation Bill Containing Giving Incentives and New Taxes on Certain Contributions In general, the Senate bill appears to be a mixed bag for the sector, containing a number of provisions that appear likely to boost charitable giving. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
October 2005
Robert Bingham
The IA Soapbox: Giving with Head as Well as Heart A massive national tragedy will prompt your clients to make financial gifts from the heart. It is the financial advisor's job to help prepare clients to make those decisions from the head with assets set aside for this purpose. mark for My Articles similar articles
Financial Advisor
February 2010
Eric L. Reiner
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. mark for My Articles similar articles
Entrepreneur
April 2007
Jennifer Pellet
Charity Caveats Feeling philanthropic? Watch how you go about giving to your favorite cause. Changes in tax laws can affect your deductions for donated items. mark for My Articles similar articles
Investment Advisor
April 2007
Savita Iyer
An Underutilized Charitable Option More education is needed to encourage tax-free gifts to nonprofits from financial advisory clients' IRAs. mark for My Articles similar articles
AFP eWire
July 13, 2007
"Stretch" Giving on the Rise Charities are seeing an increasing numbers of donors making gifts out of proportion to their wealth. One reason is the soon-to-expire IRA rollover provision. mark for My Articles similar articles
Financial Advisor
April 2007
Raymond Fazzi
A Lift For Giving A new legislative proposal would remove the annual limit of $100,000 on IRA rollover donations and allow a broader range of charities to receive donations and provide IRA owners with planned giving options. mark for My Articles similar articles
AFP eWire
January 20, 2004
Feds Ready to Crack Down on Certain Charitable Deductions The U.S. federal government, including Congress, the Treasury Department and the Internal Revenue Service are all paying close attention to certain types of charitable deductions they believe donors are taking advantage of. mark for My Articles similar articles
AFP eWire
October 3, 2005
Care Act Introduced in House and Senate The Charity Aid, Recovery and Empowerment (CARE) Act, S.1780, was reintroduced by Sens. Rick Santorum (R-Pa.) and Joseph Lieberman (D-Conn.) on Sept. 28, 2005. mark for My Articles similar articles
AFP eWire
August 7, 2006
IRA Rollover Close to Final Approval The Senate passed a pension reform bill containing the IRA rollover provision and other charitable giving incentives, as well as a series of charitable reforms. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
May 2007
Les Witmer
For Tax Exempts, Big Tax Changes As filing season winds down this month, tax practitioners (and financial advisors who work with practitioners on behalf of their clients) can breathe easier, but only for a moment. The Pension Protection Act prompts new IRS filing requirements. mark for My Articles similar articles
Entrepreneur
April 2004
Joan Szabo
Hey, Give a Little! Thinking of making a charitable donation? Giving to charity and receiving a tax deduction for your contribution remains a win-win situation, even though there are more federal restrictions on giving than ever before and federal tax brackets are lower due to recent tax law changes. mark for My Articles similar articles
Financial Advisor
September 2008
Karen DeMasters
Reducing Guesswork Helping wealthy clients set up charitable giving plans or donor-advised funds through one of the 650 community foundations that now exist in the United States is becoming more popular with financial advisors. mark for My Articles similar articles
AFP eWire
December 16, 2015
Tax Extenders Bill Would Make IRA Rollover Permanent Congress has reached agreement on a package of tax bills that would make several charitable giving incentives permanent, including the Charitable IRA Rollover. mark for My Articles similar articles
AFP eWire
October 8, 2007
New Version of IRA Rollover Bill Introduced With the current provision for IRA rollover for charitable giving about to expire, bills are being pushed to extend or expand IRA rollovers. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
December 1, 2006
Suzanne McGee
Giving Made Easier Donor-advised funds can simplify the giving process while offering multiple ways to manage assets. mark for My Articles similar articles
AFP eWire
December 19, 2005
House Passes Tax Reconciliation Bill Without Charitable Giving Incentives or Reforms The House approved H.R. 4297, the Tax Relief Extension Reconciliation Act of 2005, by a vote of 234 -- 197 without any of the charitable giving incentives found in the Senate approved companion legislation. However, there does appear to be some negotiating room for the future. mark for My Articles similar articles
Financial Planning
October 1, 2005
Jay Quinn
Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know. mark for My Articles similar articles
AFP eWire
December 1, 2015
Contact Congress TODAY to Reinstate and Make Permanent the IRA Rollover Congress is poised to take action on tax extenders to reinstate the Individual Retirement Account Charitable Rollover provision and other charitable provisions. mark for My Articles similar articles
AFP eWire
October 15, 2007
Taxpayers Still Taking Unsubstantiated Deductions for Vehicle Contributions The U.S. Treasury Department estimates that over 100,000 individuals claimed unsubstantiated motor vehicle donations totaling more than $200 million in 2005. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
November 12, 2007
Most Americans Not Aware of Advantages of Giving Securities A new report shows that American donors could realize $4.5 billion in additional tax savings if they gave appreciated securities instead of cash, but most are not aware of the tax advantages. mark for My Articles similar articles
AFP eWire
January 21, 2008
States Seeking to Protect Donor Privacy as Anonymous Gifts Increase Anonymous giving is suddenly in the spotlight as a new study shows an increase in major gifts made anonymously, while several states are moving to protect donor privacy. mark for My Articles similar articles
AFP eWire
July 24, 2006
IRS Releases Data on Noncash Charitable Contributions For the first time, the IRS has gathered information about noncash charitable contributions, including type of gifts, donor demographics and which organizations were most likely to receive noncash contributions. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
December 17, 2010
IRA Charitable Rollover Included in Final Tax Bill - Provision Could Boost Giving by Billions Annually The IRA Charitable Rollover would allow donors age 70 1/2 to exclude from their taxable income any IRA funds up to $100,000 that have been withdrawn and transferred to a charity when filing a tax return mark for My Articles similar articles
AFP eWire
December 18, 2006
Reminder: Tax Treatment of Cash Donations Fundraisers should remember that there are new rules regarding the treatment of cash donations for deduction purposes. mark for My Articles similar articles
The Motley Fool
November 17, 2006
Roy Lewis
Charitable Contributions, Beware! Be aware of the changes ahead regarding charitable contributions. Giving to charity is the right thing to do, and it benefits society as a whole. Don't stop donating just because Congress has ratcheted up the reporting requirements. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 4, 2007
Dan Caplinger
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. mark for My Articles similar articles
AFP eWire
July 14, 2009
Many Donors Not Overwhelmed by Charity Communications Most donors don't feel as if they are receiving too many communications from charities according to a new survey released recently at the Institute of Fundraising National Convention in London. mark for My Articles similar articles
The Motley Fool
September 28, 2006
Dan Caplinger
How to Form a Non-Profit Organization Take care of the legal technicalities involved in setting up your own charity. mark for My Articles similar articles
The Motley Fool
December 16, 2005
Kessler & Moss
'Tis the Season for Tax Deductions After Hurricane Katrina, Congress hurriedly passed the Katrina Emergency Tax Relief Act of 2005, which offers some short-term charitable giving incentives that benefit anyone giving to any public charity -- hurricane-related or not. mark for My Articles similar articles