Tag: episode_1401

NORLEY & DI RE: CHARITABLE DIFFERENCE

June 23, 2017

NORLEY: CHARITABLE DIFFERENCE

Pamela Norley has been President of independent public charity, Fidelity Charitable, the largest donor-advised fund in the country since 2016. Prior to that, she worked in the for-profit sector. She is thrilled she made the transition.

DI RE: PERSONAL ADVICE

EY’s Elda Di Re advises ultra- high net worth individuals, such as Forbes 400 executives, on their total financial planning including tax and charitable strategies. She gladly made the switch from CPA to an advisor to billionaires.

Watch the related WEALTHTRACK episode.

CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING

June 23, 2017

CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING

Donor-Advised Fund Advantages

Take immediate tax deduction
Take time identifying where and when the money is given
Simplify record keeping
Make it easier to give in small and frequent amounts
Vet charitable organizations
Appraise and liquidate hard to give assets including real estate and art

Watch the related WEALTHTRACK episode.

CHARITABLE GIVING HIT AN ALL-TIME HIGH. HOW DO YOU MAXIMIZE YOUR PHILANTHROPY AND TAX DEDUCTIONS?

June 23, 2017

2017 is the 100th anniversary of the charitable deduction, but since the founding of the republic, Americans have been known for their generosity, a trait that continues to this day. Charitable giving reached a record $390 billion in 2016. What’s behind the surge? In the premiere episode of its 14th season, WEALTHTRACK focuses on strategies to maximizing charitable giving and what’s driving the record-breaking amounts.
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