Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.
Tax benefits are typically secondary factors with large gifts.
Isolating "personal" goodwill can be highly advantageous for sellers.
Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth.
Foundation Source client survey reveals that donors took a long-term mindset.
What would an advisor do differently?
Costly appraisals could siphon away dollars that would have flowed to charities instead.
Grants to charity increased in 2022 to more than $4.7 billion.
