You may know that qualified charitable distributions cannot be made to a donor-advised fund, but did you know they can be used to establish other types of charitable funds? Learn how your clients can turn their retirement savings into a meaningful gift to the causes they care about.
A wild ride in 2020 ended with the extension of several tax provisions to encourage charitable giving in the midst of ongoing pandemic-related challenges facing nonprofits. As your clients evaluate their approach for 2021, now is a great time to address their charitable giving plans for the coming year.
The housing market is showing no signs of slowing down in 2021. For certain clients, this presents an opportunity for charitable gifts of real estate, whether it's a primary residence, rental property, or even a niche commercial property that’s benefited from a multifaceted pandemic marketplace.
As a trusted advisor to your clients and their families, you have an opportunity to help them become more giving savvy, including how to measure the success of their charitable gifts, how to select nonprofit organizations that are delivering the greatest return on investment, and much more.
