Once we are not as concerned about leaving assets to heirs, an entirely new set of possibilities opens up. One of my favorite ...

A charitable gift annuity is a contract between you and Jewish Federation of Metropolitan Chicago. You transfer property to Jewish Federation of Metropolitan Chicago. In exchange we pay you fixed ...

Chief Planning Officer of Buckingham Strategic Wealth Jeffrey Levine explains that charitable gift annuities are a type of financial arrangement where an individual can donate to a non-profit while ...

The other day I was running some errands and flipping through the radio. I stopped the dial once I heard the opening chords to “Band on the Run.” For those... The other day I was running some errands ...

As wealth management advisers, you play a pivotal role in helping your clients achieve not only their financial goals but also their philanthropic aspirations. For clients who want to leave a ...

I was pleasantly surprised to learn that my alma mater offers a charitable gift annuity. Why did this grab my attention? Well, like any other type of annuity, I would... I was pleasantly surprised to ...

It’s the season of the year when thoughts turn to charitable gifts and IRA required minimum distributions. With deference to turkeys, this is a classic case of being able to kill two birds with one ...

Each year, you can make a tax-free charitable gift from your IRA or certain other pre-tax retirement account. This is known as a qualified charitable distribution or a QCD. These distributions allow ...

Mobile phone version of leading marketplace and exchange for non-fungible tokens, or NFTs, OpenSea, shows ratings for the popular digital collectibles known as CryptoPunks, art works purchasable using ...

OBBBA reduces the income tax benefit of claiming a charitable deduction, prompting donors to reconsider tax implications when ...

Michael Bromberg is a finance editor with a decade of experience. He is an expert at elucidating complex financial topics in clear, concise language. Michael received a Bachelor of Arts in literature ...

Simplicity and ease of delivery are the major factors in making cash the most popular type of charitable gift. A gift of cash is considered made on the date it is hand-delivered or postmarked, if ...