Posts Categorized: Charitable Planning

Are Your Charitable Donations Being Optimally Utilized?

Apr 15, 2013 / By: academy

Category: Charitable Planning, Estate Planning

If you are fortunate enough to be able to include a charitable giving component in your estate plan you would do well to ask yourself how these financial resources are going to be utilized. Because...

The Philanthropic Legacy of Late Actor Larry Hagman

Mar 24, 2013 / By: academy

Category: Charitable Planning, Estate Planning

The actor Larry Hagman passed away recently and he will be missed. Most people remember Hagman as the individual who played the part of J.R. Ewing on the Dallas television series. He did however make...

How to Lend a Hand and Save Taxes

Mar 12, 2011 / By: Dennis D. Duffy

Category: Charitable Planning, Estate Planning

It seems like natural disasters are daily occurrences. While reading the newspaper over breakfast, we learn of a wildfire in Arizona. While driving to work, we hear of a drought in Africa and an epidemic...

Why Use A CRUT?

Mar 2, 2011 / By: Dennis D. Duffy

Category: Charitable Planning, Estate Planning

Estate planning can seem like a matter of moving assets around and creating financial instruments that allow for their transfer after your death, and of course this is a large and important part of the...

Can I deduct my charitable contribution even if it wasn’t cash?

Feb 16, 2011 / By: Dennis D. Duffy

Category: Charitable Planning, Taxes

Countless people make charitable contributions each year. Some people give cash. Some people give their old car, others the very shirts off their backs. Some give shares of stock, and others give their time. The...

Donor Advised Funds: Walking The Walk

Jan 14, 2011 / By: Dennis D. Duffy

Category: Charitable Planning, Estate Planning

Over the summer Bill Gates and Warren Buffet issued a challenge to the nation’s richest individuals asking them to pledge that they will donate at least half of their fortunes to charity over time. Gates...

IRA Charitable Rollover Passes For 2010 and 2011!

Dec 22, 2010 / By: Dennis D. Duffy

Category: Charitable Planning, Financial Planning, Retirement Planning, Taxes, Uncategorized

On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. This bill restores the IRA Charitable Rollover for 2010 and permits its use in...

Posts Categorized: Charitable Planning

Are Your Charitable Donations Being Optimally Utilized?

The Philanthropic Legacy of Late Actor Larry Hagman

How to Lend a Hand and Save Taxes

Why Use A CRUT?

Can I deduct my charitable contribution even if it wasn’t cash?

Donor Advised Funds: Walking The Walk

IRA Charitable Rollover Passes For 2010 and 2011!

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