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June 2017

IRA Rollover Can Reduce Tax on Social Security Benefits
Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits ...

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Previous Articles
Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
How Much of a Deduction Will Your Charitable Gift Generate? You Choose!
A Charitable Solution to an Unwelcome Surprise
Double Duty: A Gift to Charity and to Family
Six Ways to Transfer Assets
Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance
You Can Make a Gift to Charity and Recover Your Capital
You Have Charitable Options for Your Required Retirement-Plan Distributions
Overseas Travel Often Triggers Estate Planning
5 Reasons People Delay Making or Updating Their Wills
Give Property Before It’s Too Late to Avoid Tax on Capital Gain
Ask Yourself These Four Questions When Planning a Charitable Gift
“Twilight Relationships” Require Careful Planning
Four Easy Ways to Make a Future Gift Without Changing Your Will
Charitable Gifts Can Help Reduce Estate Taxes
A Win-Win for Donors and Charity Using Depreciated Property
The Charitable Education Trust: A Way for Parents and Grandparents to Help Family Members and Us


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