Accelerate Gifting in 2025
Careful consideration should be given to charitable gifts this calendar year before the new OBBBA provisions take effect next year.
Did You Say a CLAT?
Interesting insights from the estate plan of Jackie Kennedy Onassis.
Window of Opportunity
Charitable donors take note: avoid the “floor” on charitable income tax deductions that applies under the new tax law by funding your giving this calendar year.
Abundant Generosity
Fayez Sarofim leaves a tremendous philanthropic legacy behind.
Smart Charitable Giving
For those in their 70s and older, this is an excellent discussion of why charitable gifts should come from your IRA.
Right Sourcing Charitable Donations
While qualified charitable distributions (QCDs) from an IRA are a popular technique to unlock tax savings when giving to charity, in many cases it can be more tax efficient to give appreciated securities. Learn about the pros and cons of both approaches to help optimize philanthropic strategies.