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Charitable Giving Learning

What Issues Should I Consider When Establishing My Charitable Giving Strategy?

What Issues Should I Consider When Establishing My Charitable Giving Strategy?

  • Philanthropic motivations and goals
  • Cash flow considerations
  • Asset selection when funding gifts
  • Charitable giving vehicles
  • Tax planning and deductibility

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Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?

Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?

  • Charitable goals
  • Tax planning goals
  • Funding strategies
  • Basic mechanics of DAFs
  • Alternative charitable giving strategies

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Can I Do A Qualified Charitable Distribution From My IRA?

Can I Do A Qualified Charitable Distribution From My IRA?

  • Age requirements
  • Distribution limits
  • Qualified charitable beneficiaries
  • The effect of account contributions
  • Step-by-step reporting process

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