Amplified Giving

Building a Charitable Legacy

[fa icon="calendar'] August 30, 2018 at 3:07 PM / by Matt Keller posted in Insider Tips, Philanthropy, Charitable Giving, Donor Advised Fund, DAF, Tax Deduction, Specialty Assets, Life Insurance, Generational Giving, legacy

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An often-cited philanthropic goal among charitable-minded individuals is to develop a lasting impact that will live on after they are gone. Whether that means instilling in your children and grandchildren a tradition of giving, or developing a means of perpetual giving to continue your charitable habits after your time on Earth has passed, having the ability to make a financial difference and creating a legacy of giving can easily be accomplished by starting a Donor-Advised Fund (DAF).

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Now is a Great Time to Donate Specialty Assets

[fa icon="calendar'] July 20, 2018 at 2:48 PM / by Matt Keller posted in Insider Tips, Philanthropy, Charitable Giving, Donor Advised Fund, DAF, Tax Reform, Tax Deduction, Specialty Assets

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Donor-Advised Funds (DAFs) have been the fastest growing philanthropic vehicle for the past five years. One of the main reasons for their popularity is their ease of use. Many advisors describe DAFs to their clients as philanthropic savings accounts. Once the assets are given, the tax deduction can be made right away and the fund holds the charitable gift until the donor recommends grants to qualified charities.

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Own a Business? You May Still Benefit from a Qualified Business Income Deduction

[fa icon="calendar'] June 18, 2018 at 11:07 AM / by Matt Keller posted in Insider Tips, Philanthropy, Charitable Giving, Donor Advised Fund, DAF, Tax Reform, Tax Deduction, QBID

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Sifting through the new tax laws to find potential deductions can be tricky. While the standard deduction has increased for individuals, deductions for qualified business owners can be a little more complicated because of the new Qualified Business Income Deduction (QBID) introduced at the beginning of 2018.

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Taxed from Tax Season? We may have a tool to help.

[fa icon="calendar'] May 22, 2018 at 5:18 PM / by Matt Keller posted in Insider Tips, Philanthropy, Charitable Giving, Donor Advised Fund, DAF, Tax Reform, Tax Deduction

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Now that your taxes are filed or you’ve filed an extension, the thought has probably crossed your mind about how you could ease the pain of that tax bill next year. RenPSG has several philanthropic tools to help take some of the teeth out of the tax bite. Here, we will share with you the different gift types we can help you to establish and how they may help you cut your tax burden as well as reach your philanthropic goals.

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Unpacking the Future of Philanthropy

[fa icon="calendar'] March 27, 2018 at 10:16 AM / by Dan Greenspon posted in Insider Tips, Philanthropy, Charitable Giving, Donor Advised Fund, DAF, Tax Reform, Tax Deduction

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Recently, I attended the Alliance for Charitable Reform Summit for Leaders in Washington, D.C. and I came away with many thoughts for the near future of philanthropy. While there is still a lot to unravel from the recent passage of the Tax Cuts and Jobs Act of 2017, the shift in charitable giving is already being felt in the industry. I’ve been reading a lot of articles that have both positive and negative impacts on donors and charities and wanted to summarize my thoughts here.

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Looking for New Ways to Attract New Assets?

[fa icon="calendar'] February 8, 2018 at 2:12 PM / by Greg Staab posted in Insider Tips, Philanthropy, Charitable Giving, Donor Advised Fund, DAF, Tax Reform, Tax Deduction

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It’s no secret, if your business is not growing, it will soon be extinct. In a recent Forbes Magazine study of 803 financial advisors, 91% of them cited their number one concern as how to grow their asset base. It makes sense, we all know what happens to our client’s portfolios when they pass away, or when clients need cash flow at retirement, or one of the myriad reasons assets go out the door. What makes pursuing new assets more challenging is that 88% of those surveyed reported there is intense competition for wealthy clients. There is not only the efficiency of more assets per individual, but there are more options to generate revenue from non-investment solutions.

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Don't Forget about Liquidity!

[fa icon="calendar'] March 15, 2016 at 10:00 AM / by Renaissance posted in Insider Tips

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In my previous post, I discussed how to properly evaluate the potential acquisition by a CRT of an illiquid position in a private equity investment, non-traded REIT, or limited partnership interest.  Today, I will cover the other three areas I always advise clients to evaluate with illiquid gifts: self-dealing, valuation and liquidity.

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Illiquid or Unmarketable Assets as CRT Investments

[fa icon="calendar'] March 8, 2016 at 10:00 AM / by Renaissance posted in Insider Tips

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I'm frequently asked whether a certain private equity investment, non-traded REIT, or limited partnership interest is a suitable investment for a charitable remainder trust (CRT). My response is a resounding, “Maybe!” With any investment other than cash, a security traded on an exchange, or an investment such as a mutual fund for which a daily net asset value (NAV) is available, there are five specific areas of concern I advise a client (or their advisor) to evaluate:

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Private Foundation or Donor-Advised Fund?

[fa icon="calendar'] October 2, 2015 at 10:32 AM / by Renaissance posted in Insider Tips

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For many reasons, the private foundation has been the preferred charitable giving vehicle of the wealthy.  Among these reasons are the ability to: (i) retain control by choosing the board, (ii) compensate family members for their services, (iii) retain control over grantmaking; and (iv) retain control over investment decisions.

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Three Common CLT Formats

[fa icon="calendar'] September 22, 2015 at 3:48 PM / by Renaissance posted in Insider Tips

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In Part 1 of this two-part series, we described several basic design features of a charitable lead trust (CLT). In Part 2 we will explore three common CLT formats.

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