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Charitable Planning

Donor-Advised Funds

By Joyce L. Franklin on August 5, 2014 in Charitable Planning

Donating stock instead of cash to fund your charitable giving can increase your wealth. If you hold low-basis securities (i.e., stocks or funds acquired for much less than they’re worth today), consider using them to fund the majority of your charitable donations

Using Charitable Gifts to Reduce Taxes

By Joyce L. Franklin on December 1, 2013 in Charitable Planning, Taxes

December is the time when many people think about giving to charity. Why? One reason is to reduce taxes, and a charitable contribution may accomplish this goal. Perhaps the only other time of the year when people are as philanthropic is in early April,

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