donor
Making Charitable Contributions through Donor Advised Funds
Donor advised funds allow a taxpayer to put money in diversified investments, take an immediate charitable deduction and recommend where grants should go later. Mutual funds, such as Vanguard and Fidelity, local community foundations, universities and other organizations operate such … read more
Should You Make Taxable Gifts in 2010?
For individuals who have already used up their lifetime exemption (i.e. made a million dollars of gifts), they may want to consider making taxable gifts in 2010. 2010 presents unique planning opportunities. Values of assets, particularly real estate and family … read more