Philanthropy

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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


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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
Wealth Transfers: The Benefit of Annual Gifts

Wealth Transfers: The Benefit of Annual Gifts

by Anne Bucciarelli, Ashley E. Velategui

Many wealthy US investors want to give substantial sums to family during their lifetime, while preserving their flexibility, in case they need the money later. That’s fine: Large annual gifts can go a long way to helping your children get started on their careers, buy homes, or simply live more comfortably. Here are several tax-efficient strategies to consider.

Philanthropy, Wealth Management, Young Investors


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Giving Wisely: Structuring Long-Term Charitable Donations

Giving Wisely: Structuring Long-Term Charitable Donations

by Anne Bucciarelli, Ashley E. Velategui

One of the great pleasures of inheriting wealth or selling a business is being able to help the community, many of our clients say. Confronting the bewildering variety of philanthropic vehicles is less fun, though often critical to maximizing the impact of the gift and achieving other goals. This case study, drawn from our experiences with clients, highlights a few key issues in deciding on a long-term giving strategy.

Philanthropy, Wealth Management, Young Investors


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How Much Can I Give?
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