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.
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.
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.
Because donor-advised funds are philanthropic giving vehicles administered by charitable sponsors, such as community foundations, they can benefit you for tax planning purposes.
Learn about donor-advised funds and why charitably-minded San Diegans turn to community foundations to manage these investment vehicles.
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.
Learn how you could make the most impactful philanthropic gifts during year-end.
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.
Learn from our Director, Development, Leslie Klein, CFP®, how to take control of your hard-earned tax dollars and improve the region.