Philanthropy

Fund-Raising When the Charitable Tax Deduction Is at Risk
Spend-Down Policies Offer Flexibility

Spend-Down Policies Offer Flexibility

by Anne Bucciarelli, Jennifer Couturier

Perpetuity is no longer the default position for philanthropists establishing a private nonoperating foundation or donor-advised fund (DAF) in the US. But not all philanthropists understand the profound implications for asset allocation that come from choosing to spend down their assets rather than aim for perpetuity: Spend-down policies generally offer much greater flexibility.

Philanthropy, Wealth Management


Likes 0
SHARE
Bookmarks
Private Foundations Face Hard Choices
CAN’T PART WITH A FAVORITE STOCK?
Last Call to Set Up a Donor-Advised Fund in 2016
Making a Difference

Making a Difference

by Anne Bucciarelli

With Giving Day, the Tuesday after Thanksgiving, around the corner, the year-end charitable-giving season is about to begin in earnest. Here are some answers to a question that clients often ask us as we work with them to structure their year-end and long-term giving programs, “How can I ensure that my gifts are making a difference?”

Philanthropy, Wealth Management


Likes 0
SHARE
Bookmarks
Can I Give to Charity from My IRA?
Implementing a Philanthropic Mission: Your Choices
How Much Can You Give?
What Seeds Will You Plant?
A Good Time to Give Through a CLAT
There’s Still Time to Give, Receive, and Diversify with a CRT
Get Smart About Direct Charitable Giving
Back to a top