Part one of this three-part series on charitable giving explores the tax advantages for clients who donate public securities rather than cash. Part two highlights new rules and other planning considerations associated with estate donations, and part three focuses on family involvement in philanthropy.
December 11, 2014Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility
Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget
When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits
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