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Gifting Complex Assets
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A simple approach to helping clients maximize charitable impact and reduce taxable income.
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Booklet : Charitable Giving
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This booklet is a conversation about charitable giving. We believe people should give to causes important to them, not what is important to others.
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Outline - IYE - Charitable Opportunities - David B. Moore - Spring 2023
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“The Secrets Your Advisors Rarely Tell You” Presentation by David Moore for the Spring 2023 workshop series
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Giving and getting back
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Often, people think that if you set up a Charitable Remainder Trust (CRT), your heirs will resent you for what they may have perceived as their money. Not necessarily true.
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Alternatives to Donor-Advised Funds
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The U.S. Trust Study of the Philanthropic Conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.
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Vanguard, Schwab Charitable donors keep giving despite stock sell-off
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At Vanguard Charitable, donors granted more than $1.87 billion, marking its sixth straight year of record giving.
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The Benefits of ‘Wise Selfishness’
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Selfishness gets a bad rap — which, for the most part, is richly deserved.
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Tax-loss harvesting produces bumper crop of charitable cash contributions
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Cash donations represented 40% of allocations to donor-advised funds at Vanguard Charitable in the seven months ended in January, up from 29% in the same period a year earlier.
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Six Questions to Ask About a Charity
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How to help your clients invest their philanthropic dollars in a charity that will last.
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January is the new December for charitable contributions
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Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing
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