The other day I was running some errands and flipping through the radio. I stopped the dial once I heard the opening chords to “Band on the Run.” For those who are unfamiliar, this was one of the ...

Charitable gift annuities are one of the simplest ways of giving but one of the most overlooked. That was the word from two members of PNC Institutional Asset Management’s planned giving solutions ...

Approximately 10,000 American baby boomers will turn 65 today. And tomorrow. And every day after that until 2030, when all baby boomers will be over the age of 65. This “gray tsunami” is predicted to ...

SECURE 2.0 Act allows IRA owners 70½+ to fund charitable gift annuities (CGAs). IRA-funded CGAs provide fixed lifetime income ...

UD's Gift Planning Team is proud to share charitable giving resources like this to help all our Blue Hens and friends make the most of their money. If you have and questions or want to discuss gift ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Most people wait until late in the year to plan their charitable gifts ...

"Your clients can use up to $53,000 of their IRA's Required Minimum Distributions (RMDs) to make life-income charitable gifts." Your clients can use up to $53,000 of their IRA's Required Minimum ...

The Oregon Community Foundation had an older donor who didn’t spend a lot, had a good pension, and often had enough excess cash to make gifts to support the foundation’s work. However, the donor ...

Responding to changes caused by the economy, a key nonprofit umbrella group has recommended that charities lower the amount of money that donors receive in exchange for creating charitable gift ...

<div class="Section1">The interest of a donee spouse in a joint and survivor annuity in which only the donor and donee spouses have a right to receive payments during ...

Don’t wait until late in the year to plan your charitable gifts. Maximize the benefits to both the charity and you by considering contribution strategies throughout the year and implementing them well ...

A charitable gift annuity offers an interesting and beneficial option to the philanthropically-minded individual. Not only does this arrangement allow you to support your favorite charitable ...