Blog: Wealth Advisors

Can I Give my QCD to a DAF? And Other Questions

The giving season fosters conversations about the ways that philanthropically-inclined individuals can support charities in the easiest, safest, and most effective manner. One of these ways is making a Qualified Charitable Distribution (QCD) from your Individual Retirement Account (IRA). QCDs are gaining in popularity and we often receive questions about how they work, especially in… CONTINUE READING >>


5 Things to Know this Charitable Giving Season

This time of year is often known for the changing colors of the leaves, preparations for family gatherings, and the beginning of the holiday season. More importantly, it’s also the time for many Americans to make their charitable gifts before the end of the year. If you’re considering making some gifts this season, here are… CONTINUE READING >>


Substantiating and Reporting Charitable Contributions: Requirements from the IRS

Effective July 30, 2018, the IRS published final regulations for Substantiation and Reporting Requirements for Cash and Noncash Charitable Contribution Deductions. These updates guide individuals, partnerships, and corporations making charitable contributions on how these contributions should be substantiated and reported in order for them to be legally tax-deductible. These regulations clarify existing regulations by adding new… CONTINUE READING >>


11 Facts About Donor Advised Funds and Private Foundations

When evaluating options for best structuring charitable giving, donors often wish to assess the differences and benefits offered by creating a private foundation or opening a donor advised fund (DAF). While private foundations and DAFs enable strategic and tax-effective charitable giving, they differ enough that they can appeal to different types of donors, be more… CONTINUE READING >>


Donor Advised Funds for Retirees: Planned Giving and Bequests

We are about to witness the largest-ever transfer of wealth between generations. Charitable giving has been steadily increasing during the past few years and there is a strong chance that the wealth of the Baby Boomer generation will result in the largest philanthropic boom seen since the era of Rockefeller and Carnegie. The difference being… CONTINUE READING >>


Wealth Strategy and Charitable Giving: A Conversation with Max Barger, Senior Wealth Strategist, PNC Wealth Management

CAF America: How often does philanthropy come up in the conversations that you have with your clients? Max Barger: While it varies based on the client’s needs, I always bring philanthropy up, especially when we are discussing legacy or tax-mitigation. One of my first successes at PNC was working with a family which was contemplating… CONTINUE READING >>


Yes, Clients Really Do Want You to Ask!

Highlights from the report “Philanthropy in the Family Office: a Global Perspective” prepared by Eileen Wilhem RECOGNITION The following material is based on the “Philanthropy in the Family Office: A Global Perspective” white paper presented by the Global Family Office Community in partnership with Hammer & Associates. As the first independent global report aimed at… CONTINUE READING >>


From Baby Boom to Tech Boom: Exploring Generational Giving by High Net Worth Individuals

 In the summer of 2010, two of the world’s most renowned  self-made  billionaires announced the formation of a long-speculated pact that  sought to permanently alter the  landscape of philanthropy. Led by Bill  Gates and Warren  Buffett, The Giving Pledge – as it has come to be  known –  is an open call to the world’s… CONTINUE READING >>


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The Game Changers

Participating in an after-school debate or a Model United Nations club, or being part of a basketball team are experiences many remember as an exciting foundation of their youth. However, for youth at risk—as are over 75% of school kids who have experienced violence—engaging in an after-school program can be life-saving.  Such programs serve as… CONTINUE READING >>

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