Charitable Planning Options
Donor advised funds
Tax-free donation from IRA
Articles Related to Charitable Gifting:
If you enjoy donating to charities that you support while also receiving tax benefits, a Donor Advised Fund may be a great option for you! In this post, we will explain what exactly a Donor Advised Fund is, and some of the tax benefits for Donor Advised Funds. What Is...
**Following the murder of George Floyd in Minneapolis on May 25th, our country has entered a period of civic unrest unlike anything we have seen before. As the Black Lives Matter movement continues to gain traction, many find themselves asking – how can I help? One of...
Whether or not you are financially secure during this time, we are all feeling stressed and anxious as the COVID-19 situation continues to unfold. Those still employed worry about exposure to the virus, while those now working from home are dealing with the...
People often think about charitable giving towards the end of the year, but it might actually be better to start your planning now! The way in which you choose to give can have a big impact on the charity and your taxes. If you are currently taking or will be required...
Those who give shall receive tax deductions. There are a few different ways of donating to charity and receiving a benefit, even if you do not itemize your deductions. In this article, we will discuss how this is possible. Here are some ways to increase your tax...
Give a Little, Get a Little.
Call the financial professionals at Rowling & Associates to discuss how making charitable giving a part of your financial plan can help support the causes you care about as well as potentially offset your tax liabilities.
P: (619) 295-0200
F: (619) 295-0210