Advising the Charitable Millionaire Next Door
Advising the Charitable Millionaire Next Door At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has reached the $1...
Tax Review: Funding Options for 2025
Tax Review: Funding Options for 2025 When your client is getting ready to make a contribution to a fund at the Community Foundation or other charity, remind them not to automatically reach for the checkbook! Here are other (and typically more tax-savvy) options to...
Monitoring the Ongoing DAF Regulations
Monitoring the Ongoing DAF Regulations We are committed to helping you serve your charitable clients regardless of where the proposed donor-advised fund regulations ultimately land. DAFs are popular because they allow your client to make a tax-deductible transfer of...