Article updated 09/25/2023 We have written about bunching before, so why might now an opportune time to bunch your charitable donations into a Donor Advised Fund (DAF)? Below is a scenario you may want to discuss with your CPA or wealth advisor (or – for CPAs...
Capstone Advisor Session 2023 Each year the Foundation hosts an event for advisors to network and hear from speakers on topics of philanthropy. On June 15, 2023, advisors from around the Bay Area gathered in San Jose to hear from a panel of experts about how...
Arogyaswami (Paul) Paulraj and his wife Nimi grew up in Catholic families in India where Christians make up about 3% of the population, and Catholics are a smaller percentage still. While most of their friends and some family members did not share their faith, Nimi...
At the end of 2022, Congress passed the new budget law that included provisions from the “Secure Act 2.0.” The main goal of these new laws is to enhance retirement benefits, but there are also some interesting philanthropic implications. Required Minimum Distribution...
Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Day 1: Donate Appreciated Assets Donating appreciated assets to charity is an excellent way to support the causes you care about. A...
Written by Succession Advisors A charitable remainder trust (“CRT”) is an example of a “split interest” trust. It has two sets of beneficiaries: (a) the “income” beneficiary that is not a charity; and (b) the “remainder” beneficiary that is a charity. The CRT states...
