The other day I was running some errands and flipping through the radio. I stopped the dial once I heard the opening chords to “Band on the Run.” For those who are unfamiliar, this was one of the ...

Charitable giving often isincluded in financial and estate plans, and this is the time of year when there’s an increased focus on giving. But many people don’t optimize the impact of their donations ...

As wealth management advisers, you play a pivotal role in helping your clients achieve not only their financial goals but also their philanthropic aspirations. For clients who want to leave a ...

The article warns that small tax law changes can erode charitable benefits over time. It highlights both positive updates and significant new limits starting in 2026. The advice: act now and consult a ...

UD's Gift Planning Team is proud to share charitable giving resources like this to help all our Blue Hens and friends make the most of their money. If you have and questions or want to discuss gift ...

Personally, I can’t wait for 2025 to exit the building. But as always, there are year-end tax issues to consider, especially in a year that saw significant federal legislation passed. In this season ...

"Your clients can use up to $53,000 of their IRA's Required Minimum Distributions (RMDs) to make life-income charitable gifts." Your clients can use up to $53,000 of their IRA's Required Minimum ...

A 75-year-old retiree can generate $50,400 annually through a Charitable Gift Annuity funded with $720,000, securing a fixed income stream and an immediate $230,000–$250,000 charitable tax deduction ...

Now’s a good time to tell your clients how to substantiate their charitable gifts on their 2016 federal income tax returns—due by April 18, 2017. Strict, detailed and overlapping substantiation ...

Taxpayers should give as much consideration to the form in which they make charitable donations as they do to the amounts they give. By making some changes they might deliver more benefits to ...