eMoney Advisor

NOVEMBER 29, 2022

Below I’ve answered common questions from financial advisors on coordinating a client’s RMD with a QCD to make the most of tax benefits, whether clients should first fund a donor-advised fund (DAF) before a QCD, as well as some general guidelines to follow. The QCD is generally more tax-advantaged if you are giving cash.

Charitable Planning 53

Charitable Planning Distribution Taxes Clients 53

eMoney Advisor

JANUARY 31, 2023

We also follow a cadence that helps us plan our schedule. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Education 103

Education Financial Planning Clients Planning 103

James Hendries

NOVEMBER 26, 2022

So, here is a list of things for you to think about as you consider your year-end charitable donations. Make a Plan. Ideally, at the beginning of every year – with your financial professional – you would map out a plan to maximize the tax benefits of your giving. to support. Is it an organization that supports literacy?

Charitable Planning 52

Charitable Planning Nonprofit Taxes Planning 52