How Donor-Advised Funds Can Help with Year-end Planning
Submitted by American Endowment Foundation on November 19th, 2014We are pleased to offer this recent article from "Accounting Today."
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We are pleased to offer this recent article from "Accounting Today."
By Eric Kinaitis
By Eric Kinaitis
As the end of the year approaches, how well do your clients’ know their personal “tax landscape?”
By Eric Kinaitis
Bequests are a common form of charitable giving. In 2013, charitable bequests made by individuals totaled over $26 Billion.
By Eric Kinaitis
Estate planning can be regarded as a difficult task. It can also be regarded as unpleasant; pondering on our own eventual demise is usually not a topic that most of us want to think about. However, it is an important responsibility that we owe to our families and the people and causes that we care about.
By Eric Kinaitis
If your client has an interest in putting more structure and planning into their charitable giving, they may consider creating a private foundation. However, before they head down that road, you and your client should consider some of the following issues.
Written by Eric Kinaitis
Depending on your clients’ circumstances, there are five instances where a donor advised fund can serve as a tax reduction tool. However, before we delve into those specifics, let's provide a clear definition: