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How to Make the Most of Year-End Charitable Giving
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With a draft bill from the House Ways and Means Committee on the table, all signs suggest that higher income taxes could be right around the corner. How they’ll affect charitable giving remains to be seen.
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Outline - IYE Week 5 - Charitable Income & Tax Planning - Lindsey N. Jacobs
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“The Secrets Your Advisors Never Tell You” Presentation by Lindsey N. Jacobs for the fall 2021 workshop series
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Outline - IYE Week 5 - Charitable Income & Tax Planning - David Moore
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“The Secrets Your Advisors Never Tell You” Presentation by David Moore for the fall 2021 workshop series
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Eight Steps for Effective Family Giving
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The understanding of philanthropic best practices has evolved.
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Outline - IYE Week 5 - Charitable Giving - Don Vivrette - Spring 2021
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“Charitable Giving” Presentation by Don Vivrette for the spring 2021 workshop series
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Charitable Giving Form 2020 - Charitable giving questionnaire
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Financial & Estate Literacy – Charitable giving questionnaire
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Outline - IYE Week 5 - Charitable Giving - Don Vivrette & Peter Kote - Fall 2020
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“Charitable Giving” Presentation by Don Vivrette and Peter Kote for the fall 2020 workshop series
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Why Now’s an Ideal Time to Talk With Clients About Charitable Giving
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Nearly everyone has been personally impacted by the COVID-19 pandemic. Twelve questions to consider and discuss.
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Outline - IYE Week 5 - Charitable Giving - Giving & Receiving - Peter Kote & Don Vivrette - 2020
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“Charitable Giving” By Peter Kote & Don Vivrette
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Charitable Giving - Eyes on the Wrong Metrics
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Philanthropy will beat paying taxes every time.
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