Wealth Advisor

Unpacking India’s CSR Law

India’s Ministry of Corporate Affairs released new guidance on their corporate social responsibility (CSR) law, which legally mandates that companies spend two percent of their average net profit for the past three years on CSR activities. The CSR rules in Section 135 of India’s Companies Act, 2013 provide a broad framework for companies to undertake… CONTINUE READING >>


Granting to International Government Entities

Published on March 25, 2022 Grantmakers seeking to fund international charitable work must be familiar with Equivalency Determination (ED) and Expenditure Responsibility (ER) as tools for establishing the charitable purpose of their beneficiaries and their programs. However, many grantmakers are not aware that there is an additional Executive Order (22 U.S.C. 288) which enables grantmakers… CONTINUE READING >>


5 questions to answer when planning your international charitable legacy

Legacy giving, or giving by bequest, is one of the best ways for donors to support charities and charitable programs they care about. But not all bequests are made the same: donors should be asking themselves five key questions before settling on a legacy giving plan. 1. What do I want my legacy to be?… CONTINUE READING >>


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

QCDs are gaining in popularity and CAF America often receives questions about how they work, especially in the context of international giving. See below the top 5 questions our donors have asked about QCDs. If you have a normal (non-Roth) IRA, at age 70 ½  you are required to start taking money in disbursements called… 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 >>


The Latest from the IRS on DAFs, Donor Pledges, and other Donor Benefits

The IRS released an important notice regarding donor advised funds (DAFs) on December 4th, 2017 and has begun soliciting public comments on a number of issues concerning distributions from DAFs. While at this time only Section 4 has been posted by the IRS as guidance taxpayers may currently rely on, there is much to learn… 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 >>


Pledging to Give: The Power of Example

Within the next 45 years, nearly $59 trillion dollars is up for grabs. Don’t run to check your bank account balance or buy a lottery ticket just yet though, as unfortunately, this money is already earned. What this number references is the greatest intergenerational transfer of wealth to ever occur. The much cited study “A… 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 >>


Year End Giving

When deciding to make a tax deductible donation, many philanthropists limit their gifts to domestic charitable organizations that are registered as 501(c)(3) non-profit corporations. International giving is an option…Learn more.


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