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Commercial Investment Real Estate Jan/Feb 2013 Mary Stark Hood |
Real Estate Gifting Realized: Outright Donations and Bequests This second article in a series on real estate gifting issues covers outright donations, various requirements for a donation to be tax deductible, and bequests. |
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
Commercial Investment Real Estate Mar/Apr 2013 Mary Stark Hood |
Real Estate Gifting Realized: Bargain Sales Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. Real Estate Gifting Realized, a program launched by the CCIM Foundation, facilitates the donation of real estate to charitable organizations. |
Entrepreneur April 2004 Joan Szabo |
Hey, Give a Little! Thinking of making a charitable donation? Giving to charity and receiving a tax deduction for your contribution remains a win-win situation, even though there are more federal restrictions on giving than ever before and federal tax brackets are lower due to recent tax law changes. |
Commercial Investment Real Estate Nov/Dec 2012 Mary Stark Hood |
Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations. |
The Motley Fool October 21, 2005 Roy Lewis |
Share the Wealth Donating money to worthy causes is wonderful, but you'll get even more tax advantages if you donate appreciated stock instead. Here's how it works. |
Commercial Investment Real Estate May/Jun 2014 Mary Stark Hood |
Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work. |
The Motley Fool December 10, 2004 Roy Lewis |
Charitable Contributions of Stock While donating money to worthy causes is wonderful, especially this time of the year, it can be even more wonderful to donate appreciated stock instead of cash. The tax advantages can be well worth it. Here's how it works. |
Commercial Investment Real Estate Sep/Oct 2014 Mary Stark-Hood |
Real Estate: A Valuable Charitable Gift Donating real estate to a charity can benefit the donor by lowering transfer expenses, reducing capital gains taxes, and providing charitable deductions at the federal and sometimes the state level, depending on state law. |
Commercial Investment Real Estate Jul/Aug 2013 Mary Stark Hood |
Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
Financial Advisor September 2006 Beck & Leibell |
Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive. |
Commercial Investment Real Estate May/Jun 2013 Mary Stark Hood |
Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
Commercial Investment Real Estate Nov/Dec 2013 Mary Stark Hood |
Real Estate Gifting Realized: Business Opportunities for Real Estate Professionals Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
Commercial Investment Real Estate Sep/Oct 2012 Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market. |
Registered Rep. October 1, 2004 Leibell, Daniels & Prince |
With Strings Attached Here are five alternatives for donors who wnat to retain some say-so over money donated, even after it has been donated. |
Commercial Investment Real Estate Jan/Feb 2014 Mary Stark Hood |
Real Estate Gifting Realized: Donors, Charitable Organizations, Education, and Chapter Involvement Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
Financial Planning October 1, 2005 Jay Quinn |
Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know. |
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson |
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community? |
Registered Rep. December 1, 2004 Kevin McKinley |
Make a Killing on Kindness The fact remains that assisting benevolent activities involves two components shared by most successful financial advisors: working with rich people and being near money in motion. |
The Motley Fool December 7, 2006 Mary Dalrymple |
Give It All Away Some alternative ways to bestow your riches on a deserving charity. |
AFP eWire November 12, 2007 |
Most Americans Not Aware of Advantages of Giving Securities A new report shows that American donors could realize $4.5 billion in additional tax savings if they gave appreciated securities instead of cash, but most are not aware of the tax advantages. |
AFP eWire May 19, 2008 |
Market Volatility Calls for Long-Term Approach to Donating Securities Donors waiting for just the right time to donate their stocks to charity will be waiting a long time and instead should focus on a longer-term "investor" approach to giving. |
The Motley Fool November 12, 2004 Roy Lewis |
Charitable Donation Rules Are Changing The new tax act adds some complications to contribution requirements. |
Registered Rep. March 1, 2008 Kevin McKinley |
Gimme A Break Tax breaks for charitable giving. |
AFP eWire June 21, 2004 |
House Passes Jobs Bill with New Vehicle Donation Rules The U.S. House of Representatives has approved a provision that would require donors to obtain an independent appraisal of their vehicle before donating it to charity. |
AFP eWire December 18, 2012 Laura Kalick |
Wrapping Up 2012: Important Tax Reminders for U.S. Nonprofit Professionals With the country inching ever-closer to the edge of the metaphoric fiscal cliff, policymakers are discussing a number of proposals that are bound to impact nonprofit organizations' ability to raise funds now and in the coming year. |
Financial Planning February 1, 2012 Deena Katz |
Giving It Away Charitable tax planning for clients may peak in the later months of the year, but it is really a year-round activity, and the first quarter is not too soon to start thinking about it. |
Registered Rep. September 17, 2014 Kevin McKinley |
The Tax Advantages of Donor-Advised Funds Developing a long-term approach for the right clients now can prevent a lot of subsequent year-end scrambling and save a sizable amount of taxes. |
AFP eWire May 21, 2004 |
Gifts of Patents, Intellectual Property Under Congressional Microscope A provision in the JOBS (Jumpstart our Business Strength) Act, recently passed by the Senate, would limit a donor's deduction for gifts of intellectual property. |
The Motley Fool December 4, 2006 |
Giving Stock to Charity In addition to doing good, your donation can also nab you some tax benefits. |
Registered Rep. March 18, 2014 Alan Lavine |
Donating Life Insurance It's possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction. |
Financial Advisor November 2011 Eric Rasmussen |
One From The Heart As the economy sputters, charities try to keep their footing. Advisors who understand the world of philanthropy will find themselves better positioned with high-net-worth clientele. |
AFP eWire September 8, 2009 |
Ten Tips for Taxpayers Making Charitable Donations Here are the top ten things the IRS wants every taxpayer to know before deducting charitable donations. |
Registered Rep. August 1, 2005 Daniels, Leibell & Prince |
Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets. |
Registered Rep. May 4, 2011 Jerry Gleeson |
Complex Assets Find a Place in HNW Donor Strategies Affluent households with philanthropic inclinations are giving more than just cash these days. |
AFP eWire November 21, 2005 |
U.S. Senate Passes Tax Reconciliation Bill Containing Giving Incentives and New Taxes on Certain Contributions In general, the Senate bill appears to be a mixed bag for the sector, containing a number of provisions that appear likely to boost charitable giving. |
The Motley Fool June 24, 2005 Roy Lewis |
Stricter Rules for Vehicle Donations For those of you considering donating a car, boat, or airplane to charity, you might want to make sure that you're aware of the new rules regarding such donations. |
Registered Rep. December 21, 2011 Charles Paikert |
How HNW Charitable Giving Is Changing The giving season is here, but what's being given, at least by philanthropic-minded high-net-worth clients, is changing. |
Commercial Investment Real Estate Mar/Apr 2014 Mary Stark Hood |
Cash Flow in Retirement: Reverse Mortgages or a Retained Life Estate This is the ninth article in a series on real estate gifting. Real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
Registered Rep. January 18, 2011 Jerry Gleeson |
Record Generosity at Schwab, Fidelity Giving Accounts Double-digit market returns in 2010 helped boost Americans' charitable spirit, with top donor advised funds reporting new records in charitable contributions. |
AFP eWire October 17, 2005 |
President Signs Katrina Giving Measures The president has signed into law new charitable giving provisions as part of a Hurricane Katrina tax package designed to encourage giving both to relief organizations and charities overall. |
Registered Rep. April 1, 2008 Kevin McKinley |
Giving And Saving With CLTs Here's how high-net-worth clients can use charitable trusts to pass more money to charities now, and cherished family members later -- with much less going to Uncle Sam. |
The Motley Fool September 28, 2006 Dan Caplinger |
Do Charitable Fundraising Right Finding donors is essential for the success of your charity. Once you've done the hard work of finding them, make sure you treat them well by giving them everything they need to obtain the tax benefits they deserve. |
Registered Rep. February 1, 2006 Janet Arrowood |
The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind. |
The Motley Fool November 17, 2006 Roy Lewis |
Charitable Contributions, Beware! Be aware of the changes ahead regarding charitable contributions. Giving to charity is the right thing to do, and it benefits society as a whole. Don't stop donating just because Congress has ratcheted up the reporting requirements. |
Investment Advisor November 2005 Robert F. Keane |
Good to Give While giving may come from the heart, it's the advisor's job to see that his clients also do it with their heads. |
The Motley Fool December 15, 2004 |
Give Stock, Not Cash Tax advantages can make donating stock instead of cash to charity very worthwhile. Here's how it works, if you're thinking of donating some stock. |
Financial Advisor October 2004 Michael E. Kitces |
New IRS Guidance On Car Donations When IRS Publication 4303 is followed correctly, you (or the client you advise) can be confident in your tax deduction---and mistakes will virtually ensure that an IRS audit will be an even more unpleasant experience than it already is. |
AFP eWire February 28, 2014 |
Charities, Fundraisers Call New Tax Plan a "Mixed Bag"--Appreciate Simplification, Concerned About Impact on Giving The Association of Fundraising Professionals today expressed its appreciation to Rep. Dave Camp (R-Minn.) for recognizing the unique value of the charitable deduction in his new plan that seeks to simplify the tax code. |
AFP eWire September 26, 2005 |
Powerful Giving Incentive in Katrina Relief Legislation Congress has passed a Hurricane Katrina tax relief bill that does not include the IRA Rollover provision, but does contain a new incentive that could encourage additional giving. |