By: SPENCER G. NAUMAN, JR. With college tuitions rising, employers think of scholarships for children of employees as a way to help. Employers are often dissuaded from establishing such scholarships because the scholarships would be included in the parent employee’s...
For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable giving. Still, for clients who own property, stocks, and other assets that tend to...
For some of your clients, the thought of giving artwork to a museum or other charity might have crossed their minds. Otherwise, in the estate plan you’ll build for the art collector, the choices largely boil down either to selling the pieces, or giving them to family...
Ranging from $175 million to a whopping $15 billion, the 10 largest gifts to charity in 2021 may have caught your clients’ attention. Not only do philanthropic gifts seem to keep getting bigger, but the future looks bright, too, with more than $84 trillion projected...
“The greatest wealth transfer in modern history has begun,” according to a mid-2021 report in the Wall Street Journal. And, with tax reform’s big bite into estate values off the table, at least for now, many of your older clients may be thinking seriously about their...
By: SPENCER G. NAUMAN, JR. How can a donor advised fund assist a business with orderly charitable giving? No matter how big or small, many of today’s businesses look to invest in the community by donating to charitable organizations. Unfortunately, restrictions and...
