May 4, 2021—The ongoing pandemic has made philanthropy more important than ever. The good news is some of the charitable giving tax benefits, originally enacted through the CARES Act at the start of the pandemic, have been extended through 2021.
May 19—With today’s coronavirus crisis, giving to charity is even more important than ever. In a time of such great need, how can you create a charitable giving strategy that reflects your values, helps those who need it most, and stretches your charitable dollars most effectively? National Director of Philanthropic Planning, Carol Kroch, shares how it may be overwhelming to know where to begin, and shares a three-pronged approach to charitable giving to help you achieve your goals.
As part of our three-part video series on gifting strategies for high-net-worth individuals and families, learn about the potential tax benefits of donating appreciated stock to your favorite charity. A gift of long-term, appreciated publicly held stock is often a more tax-efficient gift than cash.