Insights

Insights2019-05-01T17:30:31+00:00

Tax-Smart Roth Conversions through a Donor Advised Fund

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 [...]

November 7th, 2022|Comments Off on Tax-Smart Roth Conversions through a Donor Advised Fund

Two Ways to look at Charitable Giving in America: Why One Way Favors the Gifting of Appreciated Assets

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 [...]

September 24th, 2022|Comments Off on Two Ways to look at Charitable Giving in America: Why One Way Favors the Gifting of Appreciated Assets

How the CAA Sweetens the Pot for Charitable Giving in 2021

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) of 2020 provided incentives that encouraged charitable giving during a time of the COVID hardship. With the demands on charities increasing, the government extended [...]

May 31st, 2021|Comments Off on How the CAA Sweetens the Pot for Charitable Giving in 2021

The CARES Act Sweetens the Pot for Charitable Giving in 2020

iGiftFund is uniquely positioned to offer fund options that qualify for CARES Act incentives The CARES Act provides significant incentives for donors to consider as part of their year-end charitable giving plan - but [...]

June 1st, 2020|Comments Off on The CARES Act Sweetens the Pot for Charitable Giving in 2020
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