Charitable lead trusts help you donate to an organization while preserving the remaining inheritance for your heirs. Many, or all, of the products featured on this page are from our advertising ...

It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital ...

Retired clients can put their qualified charitable distributions to work for a small, taxable income stream if they exercise care using charitable gift annuities (CGAs), advisors say. “A CGA is ...

What Is a Charitable Remainder Trust? Charitable remainder trusts (CRTs) are a popular estate planning strategy for high-net-worth individuals and philanthropists looking to reduce their tax liability ...

Nearly half of American adults are now single, and more people than ever are choosing not to have children, yet almost all financial planning still assumes they will do both. Tax breaks, retirement ...

What Is Tax-Efficient Charitable Giving in Retirement? Tax-efficient charitable giving in retirement refers to strategies that retirees can use to maximize the impact of their charitable contributions ...