Charitable Giving Nonprofits: Planned Giving Strategies for Donors Our team at Cerity Partners is continually inspired by the efforts of charitable organizations and want to offer our assistance to boost planned giving campaigns. As experienced advisors in financial and philanthropic planning, we believe having focused discussions with potential donors regarding the following planned giving strategies are effective tools to encourage donors to complete […]
Charitable Giving Why Gifting Appreciated Stock is Smart, Even in a Down Market The tax benefits of gifting long-term appreciated stock to registered charities in a down market present an attractive strategy for donors.
Charitable Giving What the SECURE Act Means for Qualified Charitable Distributions The repeal of the age limit cap on traditional IRA contributions and the addition of the anti-abuse provision has complicated the QCD process.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
