Starting at age 70½, clients (and qualified spouses) can now make a Qualified Charitable Distribution (QCD), up to $100,000 each, to eligible charities, from their traditional IRAs with no effect on taxable income. Problem: Donor Advised Funds (DAFs) are not eligible to receive QCDs. Solution: iGiftFund is unique among most national DAF sponsor in offering [...]
Recent changes in the Secure Act are prompting an increasing number of your clients to consider Roth conversions. You are in a unique position to help your clients lessen the tax impact of the conversion and enhance your relationship as trusted advisor all while adding long term AUM. It’s a win-win situation. Problem: How to [...]
In the past, the world of philanthropy was largely controlled by men. But now, women are taking center stage. Successful, high-net-worth women are giving to charity in a big way that’s only projected to get bigger. By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers [...]
Americans are known, from the time of the Revolution, for their deep desire to become involved with and have an impact on various societal issues and alleviate suffering where there’s great need. "I have seen Americans making great and sincere sacrifices for the key common good and a hundred times I have noticed that, when [...]