Category archives: Charitable Giving

How Bunching Might Save You Bunches

Charitable Giving, Taxes

How Bunching Might Save You Bunches

by on July 10, 2018

When is the best time to start your income tax planning for 2018? Oh, about 5 months ago! Okay, you get the point! Most of us don’t really enjoy tax planning and certainly not the dreaded completion of the tax forms by April 15 each year. Take heart, there is...
Continue Reading »

How Bunching Might Save You Bunches

by on July 10, 2018

When is the best time to start your income tax planning for 2018? Oh, about 5 months ago! Okay, you get the point! Most of us don’t really enjoy tax planning and certainly not the dreaded completion of the tax forms by April 15 each year. Take heart, there is...
Continue Reading »


How Bunching Might Save You Bunches
Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs

Charitable Giving, Taxes

Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs

by on March 27, 2018

Toward the end of 2017 Congress gave American taxpayers an early Christmas present called the Tax Cuts and Jobs Act (TCJA).  Whether or not this economic stimulus has lasting positive effects remains to be seen, but one thing is for certain in the short run. If you are 70-1/2 or...
Continue Reading »

Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs

by on March 27, 2018

Toward the end of 2017 Congress gave American taxpayers an early Christmas present called the Tax Cuts and Jobs Act (TCJA).  Whether or not this economic stimulus has lasting positive effects remains to be seen, but one thing is for certain in the short run. If you are 70-1/2 or...
Continue Reading »


Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs
How European Cars, and You, Can Help Families with Critically Ill Children

Charitable Giving

How European Cars, and You, Can Help Families with Critically Ill Children

by on Oct. 10, 2017

      The Euro Auto Festival, proudly sponsored by PlanFIRST, is coming up on Saturday, October 21st  at The Preserve at Verdae Golf Club in Greenville, SC behind Embassy Suites.     This year, EURO is celebrating Volkswagen, with cars ranging anywhere from a classic bus to the state-of-the-art Type R;...
Continue Reading »

How European Cars, and You, Can Help Families with Critically Ill Children

by on Oct. 10, 2017

      The Euro Auto Festival, proudly sponsored by PlanFIRST, is coming up on Saturday, October 21st  at The Preserve at Verdae Golf Club in Greenville, SC behind Embassy Suites.     This year, EURO is celebrating Volkswagen, with cars ranging anywhere from a classic bus to the state-of-the-art Type R;...
Continue Reading »


How European Cars, and You, Can Help Families with Critically Ill Children
How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity

Charitable Giving, Comprehensive Financial Planning, Beneficiary Designations, Taxes

How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity

by on May 15, 2015

A charitable lead trust (CLT) is not for the faint of heart or weak of wallet. In fact, it is most suitable for those who are among the top 1% of America in terms of income ($350,000+) and net worth ($5 million+). If that describes you, then the rewards of...
Continue Reading »

How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity

by on May 15, 2015

A charitable lead trust (CLT) is not for the faint of heart or weak of wallet. In fact, it is most suitable for those who are among the top 1% of America in terms of income ($350,000+) and net worth ($5 million+). If that describes you, then the rewards of...
Continue Reading »


How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity
Giving complex assets that keep giving

Charitable Giving, Taxes

Giving complex assets that keep giving

by on Jan. 12, 2015

In a previous article posted on June 11, 2014, I explained the many benefits of charitable giving to, and through, a donor-advised fund (DAF), which is held by a charity specifically tasked with oversight of DAFs. One of those benefits is the ability of a donor-advised fund to receive gifts...
Continue Reading »

Giving complex assets that keep giving

by on Jan. 12, 2015

In a previous article posted on June 11, 2014, I explained the many benefits of charitable giving to, and through, a donor-advised fund (DAF), which is held by a charity specifically tasked with oversight of DAFs. One of those benefits is the ability of a donor-advised fund to receive gifts...
Continue Reading »


Giving complex assets that keep giving
Planned giving begins with planned spending

Budgeting, Charitable Giving

Planned giving begins with planned spending

by on Oct. 6, 2014

Did you know there are only five possible ways to spend your money? Everything you spend can be itemized into five categories: taxes, debt, lifestyle, saving for the future, and giving. If your goal is to "spend" more of your limited resources on giving, then first take a step...
Continue Reading »

Planned giving begins with planned spending

by on Oct. 6, 2014

Did you know there are only five possible ways to spend your money? Everything you spend can be itemized into five categories: taxes, debt, lifestyle, saving for the future, and giving. If your goal is to "spend" more of your limited resources on giving, then first take a step...
Continue Reading »


Planned giving begins with planned spending
Do you need to simplify your charitable giving?

Charitable Giving

Do you need to simplify your charitable giving?

by on June 11, 2014

Whether you are still in the accumulation phase or are in the preservation phase of your retirement years, charitable giving can be a rewarding practice throughout your life. As Winston Churchill said, "We make a living by what we get but we make a life by what we give." However,...
Continue Reading »

Do you need to simplify your charitable giving?

by on June 11, 2014

Whether you are still in the accumulation phase or are in the preservation phase of your retirement years, charitable giving can be a rewarding practice throughout your life. As Winston Churchill said, "We make a living by what we get but we make a life by what we give." However,...
Continue Reading »


Do you need to simplify your charitable giving?

Trust and investment management accounts and services offered by PlanFIRST, an office of the Ronald Blue Trust division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

You are leaving the PlanFIRST website and going to TalkingMoneyRadio.com, an independent website not affiliated with PlanFIRST.