Age Restriction on Qualified Charitable Distributions Limits Inherited IRA Gifting
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Unfortunately the age restriction makes the charitably-inclined young, who are more likely to be in the 0% capital gains bracket, unable to make QCDs.

There’s Still Time for Charitable Giving
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Instead of giving cash, there are two ways you may be able to give so more of your money goes to charity instead of the IRS.

How Can I Give Away Money from My IRA?
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What if you do not need all the money from your RMD and you are also charitably inclined?

How Much Can I Give Away to Charity This Year?
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If you give away more than 50% of this year’s income, you cannot deduct it this year, but you can carry it forward for up to 5 years.

Comparing Donor-Advised Funds
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Which company should you choose when you’re opening a donor-advised fund?

Testamentary Donor Advised Funds
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An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren’t funding it yet, but it will be funded upon your death.

Investing in a Donor Advised Fund
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There are several strategies for using a donor advised fund which will help determine your asset allocation.

Gifts, Taxes, and IRS Form 709
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Most people are unaware that giving a gift can be a taxable event because they themselves have not yet experienced the tax.

Qualified Charitable Distributions (QCDs) from IRAs
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QCDs allow individuals age 70 1/2 or older to give directly to a charity from your IRA without counting the distribution as taxable income.

Why You Should Give Appreciated Stock Instead of Cash
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Giving appreciated stock not only allows you to support your favorite charity but also avoid paying capital gains tax on your gifted stock.

A Complete Guide To Donor Advised Funds
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A donor advised fund makes the process of charitable giving simple and easy.

IRS Wants Charities To Collect And Report Sensitive Donor Identity Information
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Late last year, the IRS proposed asking charities to collect sensitive donor identity information for any charitable gift of more than $250.

What Capital Gains Is Owed For The Sale Of Gifted Stock?
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It is better to leave stock to a family member in your estate plan than to gift them the stock while you are alive.

Why You Should Use a Donor Advised Fund
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We highly recommend a Donor Advised Fund for generous investors.

Never Lend to Family Without a Contract
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While helping a family member out is noble, money often complicates the relationship.

Education Improvement Scholarship Tax Credits
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Virginia taxpayers can give generously and offset the cost of those gifts through tax credits and the avoidance of capital gains taxes.

Giving to a Charity to Receive an Annuity
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Every nonprofit needs to keep an up-to-date list of the types of assets that they will accept as donations.

How Can I Give to My New Grandchild?
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My daughter and son-in-law are expecting their first child, and my husband and I want to give some money for the child as a gift. What are my options?

Appreciating Donor Advised Funds
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There are five ways that both you and the government could make charitable giving more significant.

What Asset Allocation Should I Have For My Schwab Donor Advised Fund?
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Keeping your donor advised fund invested could result in more benefit to the charities you support.

How To List A Charity As Your Beneficiary
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There is a tax benefit to leaving some assets to your favorite charity rather than leaving it to your heirs.

Mailbox: How Can I Leave My Estate To A Charity?
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Leaving a legacy can be a great benefit for the charity receiving the gift.

Is AmazonSmile Good For Charities?
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There is no reason why charities should not be thankful.

How To Designate Charitable Gifts In Your Schwab Donor Advised Account
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Schwab Charitable Donor Advised Funds make the gifting process easier.

Virginia Neighborhood Assistance Program Information
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To receive tax credits for your donation, first contact the charitable organization and determine if it has any remaining tax credits to allocate to your gift. If tax credits are still available, fill out the Contribution Notification Form and send it to the organization.

Virginia Neighborhood Assistance Program Tax Credits Coming Soon
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Church Hill Activities and Tutoring is one example of the many charities that are granted tax credits to share with donors.

Microfinance: Loans That Change Lives
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With as little as $25 you can begin loaning money to developing world entrepreneurs.

Gift Tender Offers To Charity To Avoid Capital Gains Tax
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This technique can avoid paying any tax, a savings worth up to 36.1%.

Annual Exclusion From Gift Taxes
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There is a limit, or exclusion–an amount that the government will allow you to gift to a person per year, without incurring tax consequences.

Links Exist Between Your Generosity and Your Friends
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The study also found that when wealthy people are heavily clustered in a neighborhood, their generosity drops.

Video: How to Check Up On Your Charity
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Maybe it is time you checked up on your favorite charities before making your next gift.

Charitable Donations from IRAs
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Although a number of tax breaks got snuffed out by the recent tax compromise passed on January 1, the ability to make charitable contributions from IRA accounts for people older than 70 1/2 was given new life.

Financially Savvy Kittens on Gifts to Charity
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This kitten gifts appreciated stock. Be more like this kitten.

Tax records show Republicans overly generous, Democrats excessively stingy.
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The hypocrisy of candidates who pretend to be generous with other people’s money while purposefully characterizing those who are actually generous destructively is an issue worthy of consideration when you vote.

Three Flaws of Charitable Gift Annuities
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Charitable gift annuities get an “A” for marketing and an “F” for performance.

Mailbag: How can I get started gifting appreciated investments?
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Do I start planting investments and then refrain from giving for ten years?

GiveBuddy.com – Dine and raise money for the organization you care about.
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Last month I was eating lunch at a local restaurant when I noticed an offer by GiveBuddy.com that the restaurant would send a check for 10% of my receipt to any organization I chose.

The IRA Charitable Donation in 2012
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The tax code provision that allowed IRA owners to contribute up to $100,000 directly from their IRA to the qualified charity of their choice–without recognizing the donation as income–expired at the end of 2011, but what if it is reinstated?

Schwab: Using a Donor Advised Fund for Your Charitable Giving
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A Donor Advised Fund is a way to give small amounts to many charities. But take a look at the pros and cons of this strategy before diving in.

IRA required minimum distributions, charitable giving and Roth conversions
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There are three IRA tax requirements and saving techniques which collided recently for a client. I found a solution.

Green Gift$ for the Holiday Season ($ ?s)
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Q: I received a letter from a nonprofit organization to which I regularly donate suggesting I may be eligible for state tax credits. Can you please explain what this means?

$ ?s: The Gift that Keeps on Giving
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Q: We plan to use appreciated stock for charitable giving and are looking into using a Schwab Charitable Fund. Do you have any feedback on this strategy?

Video: Gifting Appreciated Securities Can Save You Money
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Americans are a generous people, and the end of the year is the time of year when most people do their charitable giving.

Charitable Giving: How to Choose Appreciated Stock
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Christmas is coming. This is the time of year to consider charitable giving. Let us assume you have decided you want to give appreciated stock instead of writing a check. Now what?

Be Choosey When Giving to Charity
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When you give to charity, you make an investment. By doing a little homework, you can be sure your gift makes the best possible return on investment. While giving is its own reward, giving wisely seems to double that reward.

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