Our popular annual tax guide is back with new and refreshed tax planning resources and strategies for philanthropists and advisors to help maximize the tax benefits of their charitable plans. From private foundations to donor-advised funds to planned giving programs, this suite of specialized insights dives into the nuances and tax considerations when developing a thoughtful plan.
What’s Inside?
For Private Foundations:
- Tax Benefits of a Private Foundation
Foundations offer four attractive benefits to donors that can mitigate income, capital gains and estate taxes. - 4 Tax Benefits of a Private Foundation
For HNW individuals who have a strong charitable interest, private foundations offer an opportunity to save in taxes while creating a lasting philanthropic legacy. - Advanced Tax Strategies for Private Foundations
Six sophisticated strategies for private foundations to reduce tax liability and preserve the value of their endowments. - The 990-PF: How to Reap Savings and Avoid Pitfalls
We’ve reviewed and prepared thousands of private foundation tax returns – here’s what we’ve learned. - Unrelated Business Taxable Income (UBTI) for Private Foundations
Learn more about the implications of generating excess UBTI from activities, investments or assets in a foundation. - The Conduit Election
This annual election offers two key tax advantages for contributions – higher AGI caps and an FMV deduction for certain appreciated assets.
For Planned Giving Programs:
- Poof! Tax Concerns That Vanish with Gifts Made Upon Death
Certain gifts made upon death don’t have the same requirements as gifts made during life—see the differences. - Charitable Lead Trusts: Not Just For the Super-Rich
There can be significant tax benefits for certain donors in establishing CLTs, but there’s more than meets the eye behind them.
For Donor-Advised Funds:
- 3 Smart Tax Strategies to Use with a Donor-Advised Fund
By utilizing a donor-advised fund, you’ll unlock a variety of strategies that allow you to be smarter about your taxes and minimize your tax burden. - Giving and Taxes 101: How and When Charitable Giving Is Tax-Advantaged
Learn the basics of tax-advantaged charitable giving, including income tax deductions, itemizing vs. taking the standard deduction, deduction limits, and more.
If you’re ready to help clients save more so they can give more, check out the 2025 Tax Guide.
Learn More About How We Support Advisors
Schedule a call or reach us at 800-839-0054 to learn how we can best support your clients who are passionate about philanthropy. Together, let’s #begiving.
