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Charitable giving tips for clients' golden years
Charitable giving tips for clients' golden years
The rising popularity of the Qualified Charitable Distribution (QCD) appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. As we begin a new year, be sure you're familiar with the various charitable giving...
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By the Numbers: What's Around the Corner in 2024
By the Numbers: What's Around the Corner in 2024
As 2023 makes way for 2024, you're no doubt inundated with information about the various IRS thresholds that are subject to adjustment. But have you thought about how each of these thresholds might be connected with your clients' charitable giving? Here are a...
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Tips to maximize your clients' year-end giving in 2023
Tips to maximize your clients' year-end giving in 2023
Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in December! What this means is that there's a pretty good chance your clients are already...
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