Category Archives: Gifts by Asset Type

Strategic Philanthropy: Maximizing Benefits through S Corp Stock Gifting

The strategic gifting of S corp stocks offers a powerful combination of philanthropy and fiscal prudence. Understanding these scenarios and incorporating them into the financial and philanthropic plans of your clients can aid them in maximizing their generosity and tax savings, creating a win-win situation for all parties involved.

3 Methods of Using Life Insurance for Charitable Planning

Life insurance has many uses in charitable gift planning, especially in high-end, sophisticated gift planning. As a way to provide a benefit to the charity and also provide tax or other financial benefits to the donor, life insurance can be used in situations in which other assets can’t. Planning considerations with life insurance are complex, owing to issues based on tax, insurance, and securities law. Here are various ways life insurance is used in charitable giving.

Enlightening Conversation with Tax Attorney Alan Gassman

Please login first to view this page. Access to content with a free membership to www.blendedgifts.com is free to accessContinue reading “Enlightening Conversation with Tax Attorney Alan Gassman”