Why You Should Start Crafting a Charitable Giving Strategy Now

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2015 Charitable Tax Guide

With new rules changing the tax picture for many clients, it’s a good time to review IRS regulations surrounding charitable donations. Here’s what to keep in mind when deciding on giving in 2015.

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Given the complicated tax situation many high-income earners face, start tax planning in the fall while there is still time to make adjustments. These seven questions can help you pinpoint problem areas and gain a better understanding of the services and investments your clients need.

Doing More That Matters: Broaching Philanthropy With Clients

Horsesmouth Essential: Charitable giving is a topic many advisors are hesitant to bring up with their clients. In his book You Can Do More That Matters, financial advisor Greg Hammond shows how to get past these concerns and how philanthropic planning can become the keystone in a client’s legacy planning.

Why You Must Document Your Charitable Contributions

You can no longer just tell the IRS that you put five or 10 dollars in the collection plate each week.