Advanced Giving Strategies Archive

9 Jun 2015

Selling Your Business Using a CRT? Beware the Pre-Arranged Sale

When you’re a charitably-inclined business owner on the verge of selling your business, adding a philanthropic component to the transaction can be a powerful strategy to reduce taxes due on the sale — unless you and your
18 Feb 2015

Three Reasons Why a Private Foundation May Not Be Right For You

For donors who wish to control their philanthropic giving, forming a private foundation can be alluring. 
7 Jul 2014

Losing Your Concentration: Using Philanthropy to Diversify and Generate Income – Part 2

While there may be some debate on the origin of the phrase, “Don’t put all your eggs in one basket,” the reality is that when it comes to investing, having too much of one stock can be
30 Jun 2014

Losing Your Concentration: Using Philanthropy to Diversify and Generate Income – Part 1

Do you own too much of a good thing?
5 Jun 2014

How to Turn a Windfall Into a Win-Win-Win: The “Give It and Get It Back” Trust

For those fortunate enough to experience a one-time windfall – a large bonus, a liquidation event, a “golden parachute,” even the lottery – there’s one thing you can’t avoid: paying taxes on that income. 
5 May 2014

How to Save More for Retirement Than You Think the IRS Allows: Meet the Retirement Charitable Trust

  One of the guidelines of good retirement planning is to take advantage of tax-favored retirement plans and save as much as possible so that the power of tax-deferred compounding can help those plans grow significantly over