Our Blog
Building your charitable plan, brick by brick
Most of us can think of something we fully intend to do someday. Organize the photos. Update the estate plan. Have that family meeting. Reboot the exercise routine. Charitable planning often falls into that same category. We hear from many generous...
What’s new in the numbers: A checklist for charitable tax rules in 2026
Well before 2025 made way for 2026, you were probably already tracking the various IRS thresholds that are subject to adjustment, as well as the impact new tax laws will have on planning techniques. But have you thought about how each of these thresholds might relate...
Keep going: Why donor advised funds are still essential
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize the tax benefits of their charitable donations before the...
Case study: A QCD conversion in action
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you’re not alone. Whether you’re an attorney, CPA, or financial advisor, at some point you will...
Rare but powerful “charitable exits”: Know it when you see it
If your client base includes business owners, you’re likely familiar with the advantages of giving closely-held business interests to charity. Beyond that, however, the details may get fuzzy. That’s completely understandable, as most advisors encounter only a few of...
Bread and butter strategy—QCDs for clients 70½ and older
As the economic and legislative environment continues to evolve, advisors are sharpening every tool available to help clients meet both their financial and charitable goals. Provisions enacted as part of the One Big Beautiful Bill Act (OBBBA) have renewed focus on...
Just the beginning: Flexible and tax-friendly donor-advised funds
As attorneys, CPAs, and financial advisors, you’ve likely noticed increased coverage of donor-advised funds in financial publications. This comes as no surprise, given that these popular vehicles can help your clients achieve both their financial and philanthropic...
Three clients. Three solutions. One common theme.
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients as an act of generosity, but also as a powerful tool in tax planning. Consider the...
Inherited IRAs: A charitable solution?
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...