Philanthropy

Policy proposals for income and transfer tax systems and their effects on charitable giving.

Interests in an LLC holding a note can fund a charitable lead trust.

How high lifetime exemption amounts and low interest rates add up to estate planning success.

Steps funders can take toward transformational change.

It depends on their current situation and charitable goals.

Be open-minded about new ideas and solutions from beyond your office and professional network.

The amount of tax savings may be larger than you think.

Christopher P. Woehrle discusses the charitable lid technique and why it’s an effective tool for the estate and charitable gift planner.

Advisors can help fearful donors reach their full potential.