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Planning Matters

Tax Credit Programs Support Local Students (February 2024)

Offering clients the opportunity to simultaneously earn tax credits while also making meaningful contributions to support the education of local students is a win-win for all.

Doubling the Impact of Year-End Giving (November 2023)

Do any of your clients have a land/gas lease with EQT?

If so, you may wish to make them aware of the opportunity to double the impact of their charitable giving and potentially improve their tax situation with a charitable deduction before year’s end.

Shining a Light on Strategic Giving (August 2023)

Are your clients taking advantage of IRA Qualified Charitable Distributions?

Washington County Nonprofit Central (June 2023)

As a professional advisor you may have clients who seek your advice on local charitable giving.

Capacity Building Grants: Strong Nonprofits, Strong Communities (April 2023)

As a professional advisor, you are in a unique position to help guide your clients toward decisions that are in their best interests.

The Use of IRAs and Trusts in Charitable Planning (October 2020)

A client has many options with regard to charitable giving. Structuring their charitable plan to meet their objectives and provide the best tax consequences must always involve analysis under current law and interest rates, with awareness of potential law changes

Giving Retirement Assets to Charity, Tax-Free (March 2016)

Help your clients make the gift of a lifetime, during their lifetime.

Assisting Your Clients With Year-End Giving (October 2016)

Do you have a client who could benefit from a charitable deduction this year but who isn't sure about which charities to support?

Component Fund or Individual Trust? (July 2018)

As a professional advisor your clients look to you for tax-wise advice regarding a variety of issues, including how best to structure planned gifts for charity.