As financial advisor, you are in a unique position to give your clients a deeper understanding of the variety of options for charitable giving tax strategies. Living a lifestyle of generosity involves giving wisely and [...]
As families plan for the transfer of significant wealth to younger generations, ensuring that this transition is both smooth, meaningful, and successful becomes paramount. One effective strategy to prepare heirs for their future responsibilities while [...]
FOR IMMEDIATE RELEASE iGiftFund Earns #2 Spot in National Ranking of Top 20 DAF Sponsors The independent, Ohio-based DAF sponsor beats out the giants in the DAF sponsor industry. Hudson, Ohio – December 5, [...]
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: [...]
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 [...]
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 [...]
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 [...]
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 [...]
Determining the goals of your One Page Legacy Plan is an important final step. Just as important is taking advantage of the right tools – like donor advised funds – to meet those goals [...]
