By Skyline On Friday, December 02 nd, 2016 · In

FIELD NOTE: DECEMBER 2016

HOLIDAY GIVING

image

Twenty-four percent of all charitable giving occurs during the holiday season. In conjunction with this effort, advisors search for strategies that efficiently reduce taxable income and thus enhance one's gifting power. Did you know the type of organizations to which you give and the category of asset transferred determine a taxpayer's write-off? For instance, cash given to a public charity is deductible up to 50% of adjusted gross income (AGI), while real property given to charitable lead trust can only be deducted up to 20% of AGI. If you are ready to make a gift this year, your advisor may be able to enhance its size with a little tax know-how.

Sources: Giving USA Foundation, The Giving Institute, Center on Philanthropy

image
image
Field Note: August 2021

Field Note: August 2021

Field Note July 2021

Field Note July 2021

Quarterly Market Review, Q2 2021

Quarterly Market Review, Q2 2021

Field Note: Fraud & Cybersecurity

Field Note: Fraud & Cybersecurity

Field Note: Inflation

Field Note: Inflation

Quarterly Market Review Q1 2021

Quarterly Market Review Q1 2021

Quarterly Market Review, Fourth Quarter 2020

2020 Third Quarter Market Review

2020 Third Quarter Market Review