When charitable remainder annuity trusts can be worth the risks
With new federal guidance out this month, advisors guiding clients through charitable remainder annuity trusts have been reminded to be ...
Thursday, August 13, 2026
Tag: charitable
Tax credit adds planning strategy for charitable clients
Starting next year, advisors will have another charitable-giving and tax-planning tool to discuss with clients: the education freedom tax credit.Processing ...
How to Use a Qualified Charitable Distribution to Lower Your 2026 Tax Bill
For some people, retiring with a large balance in a traditional individual retirement account (IRA) or 401(k) can be a ...
What are Qualified Charitable Distributions?
Key Takeaways Qualified Charitable Distributions (QCDs) allow direct IRA-to-charity transfers that reduce taxable income without requiring itemized deductions. In 2026, QCDs ...
Charitable giving tax hurdle in 2026: OBBBA and the AGI Floor
High net worth donors face a new reality this year. As of Jan. 1, the One Big Beautiful Bill Act ...
Changes to Charitable Giving Under the One Big Beautiful Bill Act
As the year comes to a close, many taxpayers are considering how to handle their end-of-year donations. The One Big ...
2025 End-of-Year Tax Planning Under OBBBA: Roth Conversions, Charitable Contributions, QBI Planning, And More
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, largely serves to extend and modestly ...
Charitable giving strategies for the 2025 tax year
This year my family outgrew our Boston condominium and I became a renter for the first time in a decade. ...
Charitable Donations: What the IRS Requires for Proof
Key Takeaways: Charitable donations are deductible only if given to qualified 501(c)(3) organizations, including religious, educational, and charitable nonprofits. Cash ...
How to Fit Charitable Giving Into Your Budget
The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage ...
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