If you are tired of the fluctuating stock market and want to receive fixed payments, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity ...

Your financial advisor and tax professional can help make sure your giving strategy aligns with your retirement goals as well as any changes to tax rules. It is recommended that you contact your plan ...

This article highlights the importance of strategic litigation planning in charitable estate planning. Properly structuring testamentary gifts involves navigating complex rules around estate tax ...

Notably, the Fidelity Investments Charitable Gift Fund claimed on its tax forms to have only transferred funds to 501(c)(3) organizations, a statement that critics say appears to be inaccurate given ...

Didier Moritz, a patient of Fort Lauderdale, Fla.-based Holy Cross Health, has donated a second $500,000 gift to the system’s foundation as a Charitable Gift Annuity, bringing his total contribution ...

SAN ANTONIO — The University of Texas at San Antonio has received a $30 million gift from the Kate Marmion Charitable Foundation to support its School of Public Health, now named the Kate Marmion ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

Dell Foundation's charitable gift, AI is college's hot major, Excel esports champion crowned | Tech Today Posted: December 5, 2025 | Last updated: December 6, 2025 Kara Tsuboi covers today's top tech ...

As the year draws to a close, many people start thinking about new beginnings, setting goals, getting organized and making plans for the future. It’s a natural time to take stock of what matters most.

With the passing of recent legislation — the One Big Beautiful Bill Act — a number of changes will impact charitable giving starting in 2026. As you consider year-end contributions, please note the ...

Annuities can be extremely confusing, with the contract containing terms like bonus rates, participation rates, caps, floors, spreads, riders and MVA clauses. damircudic / Getty Images In this season ...

The Oregon Community Foundation had an older donor who didn’t spend a lot, had a good pension, and often had enough excess cash to make gifts to support the foundation’s work. However, the donor ...