A donor’s guide to the new law and how it affects charitable giving. Reviewing the changes to the law from the lens of tax-efficient giving, it’s clear that the 2017 Tax Cuts and Jobs Act created some philanthropic winners and losers for the next few years. With the elimination of the phase-out of itemized deductions,
As part of our three-part video series on gifting strategies for high-net-worth individuals and families, learn about some of the most effective ways to support your favorite charity. The strategy that is right for you will depend on your giving and personal financial goals, the assets you wish to give, and the complexity you are
As part of our three-part video series on gifting strategies for high-net-worth individuals and families, learn how you can fulfill your family’s philanthropic goals through a private foundation. Creating a private foundation allows a family to develop a family philanthropic mission and leverage the tax deductible nature of charitable gifts.