Category Archives: Charitable Planning
Tis The Season For Charitable Gifting: Options Include Charitable Trusts, Private Foundations & Donor-Advised Funds
Seasons greetings! With the holidays upon us, along with the looming end of the tax year, our thoughts have turned to charitable gifting as a way to help those in need, by diverting a portion of potential tax payments to … Continue reading
Posted in Charitable Planning, Estate Planning, Tax Law, Trusts & Estates
Tagged 2011 tax year, arms length, brokerage account, capital gains tax attorney, capital gains taxes, Certified Public Account, Charitable Gifting, charitable giving, Charitable Lead Trust, charitable organization, charitable planning attorney, Charitable Remainder Trust, Charitable Trust, charitable trust fund, Charitable Trusts, Charitable Unit Trust, Charles Schwab, Connie Yi, direct donation, Direct Gift, Donor-Advised Fund, Donor-Advised Funds, Donor-Advised Funds Guide Sheet, fair market value, financial records, IRS, IRS.gov, KDOW, letter of confirmation, Life Cycle of a Private Foundation, non-profit, not-for-profit organization, Office of the Attorney General, Pleasanton, Private Foundation, Private Foundations, San Francisco, San Francisco Bay Area, San Jose, San Mateo, self dealing, stock ownership, tax calculations, tax filing, Tax Information for Charities, tax law attorney, The Law Offices of Connie Yi, transfer ownership, trustee, Vangaurd
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A Charitable Trust Can Help Your Community While You Reduce Your Taxes
We recently read an article about the naming of the new Randall Children’s Hospital in Portland, OR, that honors the Robert D. and Marcia H. Randall Charitable Trust, which donated $10 million to the project. So, why did the Randall’s, … Continue reading
Posted in Charitable Planning, Estate Planning, Trust Administration, Trusts & Estates
Tagged business strategy, capital gains tax, charitable annuities, charitable giving. private foundation, Charitable Trust, Estate Planning, federal tax code, not-for-profit organization, personal donation, philanthropic strategy, real estate investment, tax law attorney
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