Top Senate Taxwriters Seek Input on Digital Asset Tax Rules
Wealth Management
AUGUST 16, 2023
The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits.
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Donor-Advised Funds: Optimize Your Charitable Giving and Save On Taxes
Cordant Wealth Partners
NOVEMBER 18, 2024
We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.
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Your Accounting Expertise Will Only Get You So Far: What Really Matters
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3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction
Carson Wealth
NOVEMBER 3, 2022
And while the holidays are traditionally a time to reflect on our blessings and help those less fortunate than ourselves, there’s another factor influencing the timing of these donations — and that’s the goal of minimizing a tax bill. Three Tax-Advantaged Donation Strategies to Consider. Create a donor-advised fund (DAF).
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Charitable Giving: Helping to Ensure Compliance and Maximize Impact
Carson Wealth
MAY 7, 2025
Positioning Philanthropy as a Cornerstone of Legacy There are many reasons for giving during your lifetime, including supporting causes you care about, making a positive impact on the world, and accessing certain tax advantages. There are overall limits on charitable donation tax deductions, however.
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Creating a Charitable Endowment: Long-Term Support Strategies for Your Causes
Carson Wealth
MARCH 21, 2025
An endowment is a portfolio of assets that is invested to provide support for a cause. Theyre established to benefit charitable organizations, including educational or cultural institutions, community organizations, service organizations such as hospitals, and other nonprofits. What Is an Endowment?
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How And Why To Give Away Your Money In 2024
Walkner Condon Financial Advisors
FEBRUARY 15, 2024
The nonprofit sector has a path forward, but it needs the help of individuals, institutions, and government to get there. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable. A Look at 2024’s Hunt for Revenue.
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Beyond Investing: Strategic Advice for Nonprofits
Brown Advisory
MAY 4, 2020
Beyond Investing: Strategic Advice for Nonprofits ajackson Mon, 05/04/2020 - 14:54 Running a nonprofit is a tall order. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs.
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Beyond Investing: Strategic Advice for Nonprofits
Brown Advisory
SEPTEMBER 4, 2019
Beyond Investing: Strategic Advice for Nonprofits. Running a nonprofit is a tall order. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs. Wed, 09/04/2019 - 14:54. client: SMALL PRIVATE REGIONAL COLLEGE.
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Give your Way-Exploring the many paths to Charitable Giving
MainStreet Financial Planning
MAY 10, 2023
A few weeks ago, I had the pleasure of attending a gala fundraiser for one of my favorite nonprofit organizations, Junior Achievement. You may not be aware, but I worked for this same nonprofit for about 5 years before joining MainStreet. Here is a great way to value those items if you are eligible to take a tax deduction.
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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO
The Big Picture
APRIL 29, 2025
This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.
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Four ways to pay less taxes on crypto
Harness Wealth
APRIL 26, 2022
No-one loves paying taxes. But when it comes to your crypto assets, there are some strategies you can employ to make sure you don’t pay any more than you have to. Did you know you can buy crypto through an IRA and receive the same tax benefits? You can see the crypto advisor tax webinar replay here. Manage your timing.
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The Role of Technology in Modern Charitable Giving Strategies
Carson Wealth
MAY 30, 2025
Although sophisticated tech solutions have been slower to reach the nonprofit world than some other sectors, their arrival was inevitable. Transparency is critical in the nonprofit world: Charities with greater transparency have been shown to attract 53% more contributions. Plus transparency can help nonprofits operate better.
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The CARES Act Supplement: New Relief Funds Authorized
Brown Advisory
APRIL 28, 2020
The CARES Act Supplement: New Relief Funds Authorized eberkwits Tue, 04/28/2020 - 08:44 On April 23rd, Congress approved a second emergency package to expand funding for small businesses, nonprofits, hospitals and money for COVID-19 testing. Business and nonprofits with up to 10,000 employees or up to $2.5
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The CARES Act Supplement: New Relief Funds Authorized
Brown Advisory
APRIL 28, 2020
On April 23rd, Congress approved a second emergency package to expand funding for small businesses, nonprofits, hospitals and money for COVID-19 testing. The measure replenishes the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) program for nonprofits and small businesses. Documentation Preparedness.
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The Other 95%
Brown Advisory
APRIL 16, 2018
The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.
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The Other 95%
Brown Advisory
APRIL 16, 2018
The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. When a nonprofit wants a mission-aligned investment strategy, we use the same process.
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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan
The Big Picture
MARCH 4, 2025
So taxes and bonds for sure. So kind of an, you know, easy transition taxes and bonds to, to corporate bonds. Barry Ritholtz : And, and just for the youngsters listening, 25 or so years ago, high rated municipal tax free bonds were yielding five, 6% maybe more, maybe Melissa Smith : More.
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Is M1 Finance Safe? (Legit Place to Invest Your Money)
Good Financial Cents
DECEMBER 12, 2022
Currently, their AUM (assets under management) is over $6 billion with over 500,000 users (according to Wikipedia ). While that’s certainly a large of assets for a relatively new firm, in comparison industry giant Fidelity currently has over $4.5 trillion in customer assets. What Services does M1 Finance Offer?
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Year-End Donations and #GivingTuesday
James Hendries
NOVEMBER 26, 2022
billion to nonprofits and community organizations on #GivingTuesday in 2021, a 6% increase from 2020. Ideally, at the beginning of every year – with your financial professional – you would map out a plan to maximize the tax benefits of your giving. And according to GivingTuesday.org, the giving in the U.S. alone totaled $2.7
On A Shoestring
Brown Advisory
MARCH 28, 2019
The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.
On A Shoestring
Brown Advisory
MARCH 28, 2019
The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.
What Is The 70-20-10 Budget?
Clever Girl Finance
DECEMBER 16, 2023
Figure out how much money you make in after-tax income. More accurately, 70% of your take-home pay, or net income after taxes, not pre-tax income. 401(k)s offer the opportunity to save for retirement before taxes. Keep in mind that these accounts are tax-deferred, not tax-free.
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The CARES Act: A First Look
Brown Advisory
MARCH 27, 2020
By comparison, the 2008 Troubled Asset Relief Program (“TARP”) was $700 billion, and the subsequent American Recovery and Reinvestment Act (“ARRA”) of 2009 was $831 billion. There are a number of temporary income tax provisions in the CARES Act that will be of interest to our private clients. trillion, equivalent to about 10% of U.S.
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The CARES Act: A First Look
Brown Advisory
MARCH 27, 2020
By comparison, the 2008 Troubled Asset Relief Program (“TARP”) was $700 billion, and the subsequent American Recovery and Reinvestment Act (“ARRA”) of 2009 was $831 billion. . There are a number of temporary income tax provisions in the CARES Act that will be of interest to our private clients. trillion, equivalent to about 10% of U.S.
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7 Ways to Protect Your Finances in 2023 for a Recession
WiserAdvisor
FEBRUARY 2, 2023
The value of financial assets, such as real estate, can also significantly drop in a recession. Mass layoffs impact not only for-profit corporations but also nonprofit organizations. Diversifying your investments across different asset classes and industries can help reduce the recession’s impact on your portfolio.
2 Reasons Taming Inflation Won’t Be Easy
Darrow Wealth Management
APRIL 20, 2022
The Personal Consumption Expenditures (PCE) measures the change in the prices of goods and services consumed by all households and nonprofit institutions serving households. Given the strength of household balance sheets and that the Fed is raising rates from zero, prepare for inflation to stick around. Taming inflation won’t be easy.
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Starting Points
Brown Advisory
MARCH 28, 2017
Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.
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Starting Points
Brown Advisory
MARCH 28, 2017
Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . Values-based investing can be complex, and transitioning an entire portfolio can often involve meaningful tax and transaction expenses. Starting Points.
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Five Ways to Invest That Make the World a Better Place
Brown Advisory
SEPTEMBER 12, 2016
Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy. SIBs are not backed by tax revenue or the creditworthiness of the issuer. Although simple in intent, impact investing is often complex in execution.
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Five Ways to Invest That Make the World a Better Place
Brown Advisory
SEPTEMBER 12, 2016
Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy. SIBs are not backed by tax revenue or the creditworthiness of the issuer. Although simple in intent, impact investing is often complex in execution.
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Transcript: John Montgomery, Bridgeway Capital Management
The Big Picture
MAY 20, 2025
We want to donate half of our profits to nonprofit organizations. Tell us a little bit about the impact of that on running an asset management business. It’s been helpful for the after-tax return of the shareholders. That’s when you launched where you launched. Tell us where that idea came from.
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How Consumer Credit Counseling Works
Clever Girl Finance
JANUARY 26, 2024
There, you can learn about better budgeting , mortgages, taxes, and more related to homeownership. Expert tip: A credit counselor can help with more than debt management For anyone struggling with debt and unsure how to move forward, seeing a certified nonprofit credit counselor is a great place to begin.
Are Alternatives Right for Our Organization?
Brown Advisory
OCTOBER 11, 2021
ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.
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Are Alternatives Right for Our Organization?
Brown Advisory
OCTOBER 11, 2021
Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG. It is not representative of an actual portfolio.
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Transcript: Ted Seides
The Big Picture
AUGUST 15, 2023
So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.
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Impact Investing: Five Ways To Make Your Mark
Brown Advisory
MARCH 28, 2017
Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy. SIBs are not backed by tax revenue or the creditworthiness of the issuer. Although simple in intent, impact investing is often complex in execution.
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Impact Investing: Five Ways To Make Your Mark
Brown Advisory
MARCH 28, 2017
Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy. SIBs are not backed by tax revenue or the creditworthiness of the issuer. Although simple in intent, impact investing is often complex in execution.
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Global Cooldown: Tackling Climate Change Through Our Bond Portfolios
Brown Advisory
NOVEMBER 8, 2021
which disrupt supply chains, damage property and otherwise hurt an issuer’s assets or operations. infrastructure—utilities, airports, other key public assets—is at risk of being inundated by flooding, according to a new report by the nonprofit First Street Foundation. Securitized assets are also impacted by climate risk.
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Morningstar Conference Fireside Chat
SEI
SEPTEMBER 17, 2022
Maybe we can touch base on your asset management distribution business. But over the past five years, the good news is that business has gotten diversified as that one or really two larger clients kind of moderated and in one case shrunk pretty significantly in terms of assets with us. Ryan Hicke: Yeah, IMF clients, advisor clients.
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7 Ways to Protect Your Finances in 2023 from a Recession
WiserAdvisor
FEBRUARY 2, 2023
The value of financial assets, such as real estate, can also significantly drop in a recession. Mass layoffs impact not only for-profit corporations but also nonprofit organizations. Diversifying your investments across different asset classes and industries can help reduce the recession’s impact on your portfolio.
Tax Planning in Retirement: Strategies to Help Minimize Taxes When You Retire
Carson Wealth
JUNE 26, 2025
Retirement-related behavioral and financial changes raise many tax planning questions and opportunities. A trusted tax professional can help you implement these and other strategies to help you minimize taxes in retirement, helping your money last longer and you realize your goals.
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Alternative Investments Explained: What Are They, And How Are They Taxed?
Harness Wealth
FEBRUARY 4, 2025
However, unlike stocks and bonds, alternative investments, or alts as theyre commonly known, have unique tax treatments and complex reporting requirements that investors should carefully consider before investing. Well also go into some potential strategies to optimize tax efficiency. How Are Alternative Investments Taxed?
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How a Donor-Advised Fund Can Help Your Charitable Giving
Carson Wealth
DECEMBER 5, 2024
million nonprofit organizations registered in the U.S. The Tax Impact of Charitable Giving The personal financial and income tax impact from charitable giving can affect the size of the gift and the timing of giving. Donations can also be deferred until death to manage estate taxes or create a charitable legacy.
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“Legacy IRA” Rollover To A Charitable Gift Annuity: Using This New Tax-Advantaged Opportunity To Help Clients Achieve Charitable And Retirement Goals
Nerd's Eye View
AUGUST 23, 2023
However, the caveat with current CGAs has been that they could only be funded with after-tax dollars before the donor’s death, meaning that if an individual only had tax-deferred funds (e.g., Second, they reduce the donor's tax bill in the year the CGA is created by excluding the amount contributed to the CGA from taxable income.
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