Charitable Planning Distribution Planning 
NAIFA Advisor Today
MARCH 19, 2025
Increasingly, nonprofits, donors, and financial professionals are leveraging CGAs to meet a variety of financial and charitable objectives with a single gift. Simple to establish and available in multiple formats, CGAs can even be funded through a qualified charitable distribution (QCD), making them a versatile tool for charitable planning.
MainStreet Financial Planning
DECEMBER 19, 2022
Charitable donations can lock in tax deductions that will save you money. Having a simple plan and willingness to use alternatives to cash donations can help you lower your tax liability. Check out these charitable giving tax strategies to create your win-win charitable plan that you can implement throughout the year!
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets. Of course, given the market volatility that has accompanied this outbreak, we are also reviewing where we stand in relation to the goals we are helping you pursue and the plans we have helped you implement. Wed, 04/01/2020 - 09:31. tax code that are not permanent.
eMoney Advisor
NOVEMBER 29, 2022
If you have a client who’s making cash donations, and they’re age 70 1/2, it’s smarter to make those gifts directly out of the IRA in what’s called a qualified charitable distribution (QCD). That means QCDs can be used in charitable giving strategies before RMDs begin. More on that below.
Expert insights. Personalized for you.
52 
Let's personalize your content