QCDs, RMDs and CRTs: Making Sense of the Secure Act 2.0 Alphabet Soup

Tax-savvy philanthropists may be interested in new provisions included in the $1.65 trillion omnibus spending bill, the Consolidated Appropriations Act of 2023 (CAA). These provisions,…
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The CARES Act and Giving With Your IRA

As you plan your year-end giving, keep in mind the enhanced tax benefits passed in the CARES Act: Non-itemizers can take an “above the line”…
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What is a Donor Advised Fund?

A simple, flexible and tax-efficient way to give to your favorite charities. A donor advised fund is like a charitable investment account that you open…
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