Tag: episode_1401
NORLEY & DI RE: CHARITABLE DIFFERENCE
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.
CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING
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
CHARITABLE GIVING HIT AN ALL-TIME HIGH. HOW DO YOU MAXIMIZE YOUR PHILANTHROPY AND TAX DEDUCTIONS?
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.
Continue Reading »
PREMIUM: NORLEY & DI RE
MAXIMIZING CHARITABLE GIVING
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.
Connect
Connect with us on the following social media platforms.