Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Most people wait until late in the year to plan their charitable gifts ...

They say it's better to give than to receive, and that's especially true when clients use qualified charitable distributions.

Qualified charitable distributions are the best way for those 70 1/2 and older to donate. But people often do not maximize ...

Tax-advantaged charitable gifts, also known as planned gifts, offer a unique opportunity to maximize the tax code's benefits. This goes beyond the standard deduction for charitable donations. Our ...

The article warns that small tax law changes can erode charitable benefits over time. It highlights both positive updates and significant new limits starting in 2026. The advice: act now and consult a ...

"Your clients can use up to $53,000 of their IRA's Required Minimum Distributions (RMDs) to make life-income charitable gifts." Your clients can use up to $53,000 of their IRA's Required Minimum ...

Personally, I can’t wait for 2025 to exit the building. But as always, there are year-end tax issues to consider, especially in a year that saw significant federal legislation passed. In this season ...

Charitable giving is a way for businesses and individuals to support the causes that align with their values while saving on taxes. This article will cover common questions associated with charitable ...

The number of income tax returns that will report income tax savings from charitable donations is projected to plummet from 37 million in 2017 to just 16 million in 2018. The staggering decline of 21 ...

MacKenzie Scott reinforced her position as one of the world's most generous philanthropists in 2025 after donating around $7 ...

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 who are unfamiliar, this was one of the ...

In a typical charitable gift annuity (CGA) transaction, an individual (the donor) transfers cash or appreciated marketable securities to a charity, and the charity agrees in return to pay the donor a ...