Switch life insurance or annuities tax-free with a 1035 exchange.

A fundraising manual written in 1932 has been restored, modernised and given a century of data-driven hindsight. The result is […] ...

From GRATs to Roth conversions, learn how to leverage market swings to protect your family’s future wealth.

Make a difference today and save on taxes. It is possible when you support Oxfam America through your IRA.

The Horicon Marshmen Foundation has started a new program focused on estate planning for community members to donate and ...

A charitable gift annuity provides lifetime income in exchange for a donation to a nonprofit, with tax benefits for the donor and organization.

As part of the provisions in President Donald Trump’s tax and spending package, passed last year, everyday donors may see tax gains, while those who itemize, especially high earners, face stricter ...

The One Big Beautiful Bill Act made significant changes in the tax benefits of charitable giving. The changes take effect in 2026 and should be considered in both long-term and short-term charitable ...

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 ...

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 ...

When one Reddit user reviewed a financial decision he made at 25, he didn't like what he found. In 2009, he invested $35,000 into a variable annuity after being told it offered a "guaranteed" 6% ...