Charity and Donations

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Estate Planning | Charity and Donations | Wiseradvisor.com
Private Foundations

The Kennedys, the Fords, Rockefellers, Gettys and lots of other "old money, carriage trade" families have them. Now you can too. Have what? A private foundation. Private foundations are charitable entities created by...
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Estate Planning | Charity and Donations | Wiseradvisor.com
Donor-Advised Funds: A Simple Tool for Family Philanthropy

As usual, it was a busy morning at the Steve and Susan Hale household. Here, their three children are clearly the center of life, and Steve and Susan work hard to make sure it stays that way. His father, George, also...
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Estate Planning | Charity and Donations | Wiseradvisor.com
Understanding Charitable Remainder Trusts

There are many benefits to be gained from donating to charity, aside from the warm fuzzy feeling it gives you. It can not only give you a tax deduction, but also another possible benefit: cash flow. A charitable remainder...
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Estate Planning | Charity and Donations | Wiseradvisor.com
Family Foundations: New Tricks from an Old Dog

The pinnacle of family success and legacy has always been the private family foundation. For years, only the ultra-wealthy could enjoy the rewarding aspects of philanthropy and the pride of influencing generations to come...
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Estate Planning | Charity and Donations | Wiseradvisor.com
Donor-Advised Funds: How Do They Work?

How Does a Donor Advised Fund Work? A Donor Advised Fund is a family foundation. One can be established and operated without the set-up fees, minimum payout requirements, excise taxes, and administrative hassles of a...
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Estate Planning | Charity and Donations | Wiseradvisor.com
Charitable Planning Strategies

Warren Buffett, the billionaire investment guru, made international headlines recently when he announced his plans to donate about 85% of his stake in his company, Berkshire Hathaway, to a charitable foundation established...
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Estate Planning | Charity and Donations | Wiseradvisor.com
Gift Giving

Any good estate planner will tell you that there's no time like the present to consider a program of gifts to loved ones as part of an over all estate plan. Before embarking on a program of gift giving, it pays to know some...
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Estate Planning | Charity and Donations | Wiseradvisor.com
Pooled Income Funds

There are many different ways in which to donate to a charity. One way, Pooled Income Funds, are sort of a cross between charitable remainder trusts (CRT) and mutual funds. In general, pooled income funds and CRTs are...
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Estate Planning | Charity and Donations | Wiseradvisor.com
What constitutes a gift to charity?

A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property--your time or personal services do not count. There are several different...
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