Strategies, tools and tips for more effective philanthropy.

The New Reality in Donor-Advised Funds

  • Jan 26, 2015

    Multiple Items Contributed—Deduction Limited To Basis

    Conrad Teitell discusses the rules for gifts of long-term appreciated tangible personal property to public charities....More
  • Dec 29, 2014

    Substantiating Charitable Gifts—Specimen Letter To Client-Donors 1

    Now is a good time to tell your clients how to substantiate their charitable gifts on their 2014 federal income tax returns—due by April 15, 2015. Conrad Teitell provides a helpful sample letter...More
  • Dec 23, 2014

    The Daily Brief: Charitable Giving Guidelines

    A report on charitable giving found that 17.5 percent of donations are made in December, more than twice what is given in other months....More
  • Dec 5, 2014

    The Daily Brief: Merrill Compensation Cuts?

    Those Merrill Lynch compensation cuts for 2015 are real, and advisors, as expected, are not happy about them....More

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