Giving Back

Qualified Charitable Donations from IRAs vs. Donor-Advised Funds

Qualified Charitable Distributions from IRAs vs. Donor-Advised Funds

Hey there, philanthropist! You’ve got your giving shoes on and a heart full of generosity. You’ve heard about donor-advised funds (DAFs), maybe even dabbled in them, and your financial advisor…

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Rethinking Donor-Advised Funds

Rethinking Donor-Advised Funds: Impactful Charitable Contribution & Tax Benefits

When it comes to charitable giving, donor-advised funds (DAFs) have emerged as one of the most flexible and tax-efficient tools available, especially for high-net-worth individuals and retirees. But if you…

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Choosing the Right Donor-Advised Fund

Choosing the Right Donor-Advised Fund for High-Net-Worth Individuals

If you give to charities and care about making the most of the tax deductions, chances are you’ve come across the idea of using a donor-advised fund  (DAF) in your…

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Charitable Donations

How Donor-Advised Funds Can Maximize Charitable Donations & Tax Deductions

Want to make the most out of your charitable donations and maximize your tax deductions? Below are four reasons a donor-advised fund (DAF) might be your new best friend and…

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Tax Smart Charitable Gifting

New laws for 2018 tax returns resulted in only 8% of taxpayers itemizing their deductions 1. This means that the remaining 92% of Americans no longer receive any tax benefits…

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Glassman Wealth Proud To Support The Ryan Kerrigan Leukemia Golf Classic

I am always happy to spend some time out on a golf course, but the opportunity to support a good cause makes it significantly more meaningful. This past Monday my…

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NewsBash for Breast Cancer

Open Letter to the Newswomen of NewsBash 2018

Open letter to the Newswomen who Bashed Breast Cancer last night: Bravo. What an exceptional event last night! Thanks to you, a sell-out crowd witnessed an emotional and inspirational evening;…

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How To Give Charitable Gifts – And Avoid Paying Tax – In 2018

This article was originally published on Forbes on February 12, 2018.   There was a ton of excitement about the new tax law passed at the end of 2017, especially in…

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Why You Should Build a Giving Portfolio – Today

This article was originally published on Forbes on January 26, 2018.   Many of us spend countless hours analyzing every facet of our investment portfolios—including looking at past performance and future…

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Giving Back: Are Your Charity Dollars Going To Waste?

Giving back to the community is an important priority for many clients, and is a big part of what we do at Glassman Wealth. When you’re donating to a charity whether…

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