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Daily Expert CommentaryExpert insight on the latest in charitable planning news and events. |
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Recent Commentary
Rate for Charitable Calculations Remains at 4.4%
In Rev. Rul. 2024-24, the Service announced the Section 7520 rate for November will remain at 4.4%. The average rate for 2023 was 4.88%, while the average for 2024 is 5.04%.
Philanthropy is a Learned Behavior: What Can Gift Planners do to Enhance the Learning?
How can fundraisers and advisors help their donors and clients first to understand and then consider charitable gift options? To be open to exploring giving plans that can work for them in their unique life stage and circumstances? This article helps gift planners and advisors broaden how they present giving options in terms of both charitable and tax planning benefits. It describes various constituencies and an understandable, useable approach to gift planning education that can help us move the donor/client learning curve along.
IRS Updates Applicable Federal Rates for November 2024
The IRS has announced the Applicable Federal Rates for November 2024, including the Section 7520 rate of 4.4%.
Using a PIF to Transfer Wealth-
Normally, charitable planners view pooled income funds as a great financial planning tool during life, and not a vehicle to transfer wealth. This case study may alter that assumption! Contributing to a PIF allows our donor to benefit charity, avoid potential capital gains taxes, transfer wealth to younger generations, and receive lifetime cash flow.