Charitable Giving

Charitable Giving

How to make the most out of charitable contributions

Each year, many people in New York give back by donating to charities. Whether you're a first-time or more experienced donor, you can make mistakes during the donation process. Avoiding these mistakes helps ensure you're doing the most with your assets. Don't forget...

Benefits of charitable remainder trusts in New York

If you've always wanted to do some good to the world by giving part of your resources to charitable causes and keeping enough to take care of yourself and loved ones in New York, you may want to consider a charitable remainder trust. This trust lets you kill three...

Planning charitable donations for tax benefits

Planned giving is an opportunity for people to make charitable donations in the future. Significant tax savings occur after the filing of annual tax returns. Many New York residents are becoming aware of the numerous benefits and options that they have for giving to...

What’s the difference between charitable trusts and foundations?

If you are planning your New York estate and are trying to decide between a charitable trust and a foundation, it may help to review their key similarities and differences. Each option has its own unique benefits and drawbacks that may apply differently to you...

Charitable giving as part of a larger estate plan

For many in New York, charitable giving plays a significant role in wealth disposition after death. A firm grasp of all of the different ways in which philanthropic bequests can offer tax benefits while also helping others can help people feel comfortable with their...

Proving charitable donations

Various legal ways exist to reduce tax burdens. One common way New York residents could reduce money owed to the Internal Revenue Service involves making legal charitable donations. The statutes that establish charitable giving as an acceptable tax avoidance may...

What you should know about a charitable lead trust

A charitable lead trust (CLT) is a type of trust that is commonly used for charitable giving and tax planning purposes. A New York donor creates a CLT by transferring property to a trustee for the benefit of a charity. How a CLT works A charitable lead trust sets up a...

Taxes, Charities, and IRAs

Donating to a charity is a good way to support a cause, and it also provides tax benefits. It is possible for people who live in New York to donate to charity directly out of a traditional IRA, avoiding taxes for both the donor and the charitable foundation or...

Benefits and drawbacks of donor-advised funds

As you begin your estate planning in New York, you may wonder if donor-advised funds are the way to go. These funds allow you to give valuables to an Internal Revenue Service-recognized charity that you support. Organizations, individuals and families can create these...

Is donate now, play later a smart way to donate to charities?

If you're thinking about donating in New York, you might see certain organizations offering options that let you donate now and pay later. With inflation on the rise, it makes sense for charities to offer payment plans to donors. But is donating now and paying later a...