by Robert Shafis | Oct 23, 2023 | Estate Giving, estate planning, Planned Giving, Tax Planning | Donor Conversation, Planned giving, Planning
In 2026, a big change to the tax code will take effect. We recommend being mindful of this change, as donors may wish to review their plans.
by Richard Perry and Jeff Schreifels | Dec 8, 2014 | Bull Market, Capital Gains, IRA, Stocks, Tax Planning, Year-end Giving | Giving, Major Gifts, Uncategorized
When the market goes up, MGOs need to move into action to remind donors that year-end gifts can help with the tax implications of capital gains.