More than 80% of people in the U.S. recognize the importance of estate planning, but less an a third have a will or trust, ...

In response to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address what the tax benefits are for a qualified charitable distribution ...

If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a ...

A Volunteer Expo will be held on Jan. 28 at The Community House on Sanibel Island. Over 50 local nonprofit organizations and community groups will be in attendance. The Charitable Foundation of the ...

As we wrap up the year, giving to your favorite charity can bring a sense of happiness, purpose and fulfillment. Many people give because they want to make a positive impact on their community or ...

The end of the year often brings a scramble to make charitable contributions, but the One Big Beautiful Bill Act signed into law this summer creates new wrinkles that could complicate the issue. One ...

Just in time for Giving Tuesday, there's some good news for charities. The tax deduction for charitable giving is undergoing some changes next year thanks to the One Big Beautiful Bill Act, with a new ...

Philanthropy has always been more than a strategy for me – it’s been a passion since I was a child, raising money for causes long before I knew what a charitable remainder trust or donor-advised fund ...

In addition to the holiday season, it’s giving season, heralded each year with Giving Tuesday, which in 2025 falls on Dec. 2. This year, more taxpayers have reason to be strategic in their charitable ...

A charitable remainder unitrust provides art collectors looking to sell with a stream of income and a smaller tax burden than they would face if they sold a work outright. Observer Labs For all the ...