Two rules in the Tax Cuts & Jobs Act affect your ability to deduct charitable donations. Planning can help you get the biggest bang for your charitable buck.
Bunching Charitable Donations Can be a Win-Win
Tag: Tax Planning
Why You Should Consider Gifting Life Insurance
Learn how gifting a life insurance policy allows you to make a significant legacy gift to the nonprofit community with tax benefits that you can enjoy during your lifetime.
How to Avoid Capital Gains Tax & Invest in Your Community
Learn why gifting stock, real estate and other appreciated securities to a donor advised fund is becoming one of the most effective ways to give back to your community.
Tax Benefits of Donor-Advised Funds
Because donor-advised funds are philanthropic giving vehicles administered by charitable sponsors, such as community foundations, they can benefit you for tax planning purposes.
What are the Benefits of Opening a Donor-Advised Fund at a Community Foundation?
Learn about donor-advised funds and why charitably-minded San Diegans turn to community foundations to manage these investment vehicles.
Bunching Charitable Donations to Maximize Tax Deductions
Diane L. Gilabert, CPA shares how "bunching" your charitable donations is a strategy that could maximize future tax deductions and reduce the taxes you pay.
Now’s the Time for Impactful Giving
Learn how you could make the most impactful philanthropic gifts during year-end.
Tax Considerations of Supporting Family Members
Giving a gift or lending money to a family member can have very important tax and estate planning implications. Rick Brooks, CFA®, CFP® shares six points to consider when (financially) supporting family members.
How to Reduce Your Tax Liability and Make a Difference
Learn from our Director, Development, Leslie Klein, CFP®, how to take control of your hard-earned tax dollars and improve the region.
