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Palm Desert, CA 92211

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July 30, 2019

You don’t have to be among the wealthy to make an impact with charitable giving. When you give to charity, you not only help others, but you benefit yourself as well.

December 1, 2016

You don’t need to be wealthy to make an impact and get a win-win.

Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re not yet a millionaire or simply a “millionaire next door,” yet want to give, consider the following options which may bring you immediate or future tax deductions.
   
Partnership gifts. These gifts are made via long-term arrangements between donors and recipient charities or non-profits, usually with income resulting for the donor and an eventual transfer of the principal to the charity at the donor’s death.
  
For example, a charitable remainde...

April 28, 2015

 

A great way to assist your favorite theatre, dance troupe, symphony, museum…

 

The downturn forced many of your favorite theatre companies, opera companies, symphonies and ballets to amend their programming. Fortunately, private money continues to make a big difference. Patrons have come to the rescue of these organizations with life income gifts and gifts of life insurance – financial moves that have perks for donors as well as ensembles.

 

Gift annuities. A life income gift, also known as a gift annuity, offers an arts donor some potentially superb benefits. A gift annuity is a simple agreement with an arts organization, by which you make an i...

April 22, 2015

 

A way to give without a great deal of bureaucracy. 

 

So, you’d like to make some major charitable contributions, but you don’t want to create a family foundation - with its paperwork and management commitment and the possibility of squabbles. Is there an alternative?

 

Yes, there is. You could consider a donor-advised fund.

 

How does a DAF work? A donor-advised fund is a private fund established to manage charitable donations of individuals, couples, families and institutions. It is sponsored by a 501(c)(3) non-profit organization. The process of gifting through a donor-advised fund works like this.1

 

  • You find a sponsoring organization offeri...

January 31, 2015

A way to give without a great deal of bureaucracy.

 

So, you’d like to make some major charitable contributions, but you don’t want to create a family foundation ‐ with its paperwork and management commitment and the possibility of squabbles. Is there an alternative? Yes, there is. You could consider a donor‐advised fund.

 

How does a DAF work? A donor‐advised fund is a private fund established to manage charitable donations of individuals, couples, families and institutions. It is sponsored by a 501(c)(3) non‐profit organization. The process of gifting through a donor‐advised fund works like this.1

 

• You find a sponsoring organization offering a...

January 19, 2015

Killing Several Birds with One Stone

 

In planning for your retirement, you may face several financial issues. Maybe you’d like to generate retirement income, but want to minimize the taxes on investments you’ve held for several years. Perhaps you’d like to minimize your income taxes during retirement. You also might like to reduce the size of your taxable estate so more of your money goes to your heirs. Finally, you may want to create a legacy or support a cause, church or charity that is close to your heart.

 

A Charitable Remainder Trust may help you realize all these objectives. How does a CRT work? A CRT is a tax‐exempt irrevocable trust. A...

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