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Philanthropic Risk Management: Ensuring Effective and Compliant Giving

Carson Wealth

JANUARY 28, 2025

Why Philanthropic Planning Matters There are two main reasons for taking the time and effort to make a philanthropic plan. When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Establish a budget and schedule for giving.

Risk Management

Risk Management Nonprofit Management Compliance

How Does a Charitable Remainder Trust Work?

Carson Wealth

JULY 25, 2025

Along the way, you may benefit from potential tax advantages, such as income tax deductions and reduced capital gains liability. They can offer significant tax benefits. They combine financial planning with charitable giving. A charitable remainder trust is a tax-advantaged estate planning tool.

Nonprofit

Nonprofit Taxes Assets Wealth Advisor

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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. billion to donor-advised funds Financial donations from individuals directly to charity account for the largest source of charitable giving. If a family has a large taxable income year, they may be willing to increase donations to reduce their income tax liability.

Taxes

Taxes Nonprofit Accounting Assets

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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.

Tax Planning

Tax Planning Retirement Taxes Planning

Pro Bono Financial Planning and Beyond: 7 Opportunities to Give Back

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Website: irs.gov/individuals/irs-tax-volunteers.

Financial Planning

Financial Planning Planning Financial Planner CFP

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. They do this through programs that teach entrepreneurship, financial literacy, and career readiness skills. Here is a great way to value those items if you are eligible to take a tax deduction.

Nonprofit

Nonprofit Distribution Estate Planning Taxes

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.

Nonprofit

Nonprofit Distribution Budgeting Government

Misunderstood Student Loan Repayment Issues

Envision Wealth Planning

JULY 12, 2023

True forgiveness is the public student loan forgiveness program, which requires working for a qualified nonprofit, making 120 on-time payments, and only then is your loan forgiven. Typically, those who work in a nonprofit environment make less money than those who work in for-profit firms.

Nonprofit

Nonprofit Taxes Education Planning

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. Today, they can help make charitable giving a simpler and more effective component of your financial plan. Plus transparency can help nonprofits operate better.

Nonprofit

Nonprofit Distribution Taxes Communication

What Should I Do With My Old 403(b)? 5 Options to Consider

Walkner Condon Financial Advisors

APRIL 27, 2023

Related Reading: What to do With Your Previous Job’s 401(k) Plan If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan. Some 403(b) plans offer a Roth feature, as well.

Retirement Planning

Retirement Planning Distribution Certified Financial Planner Nonprofit

What Should I Do With My Old 403(b)? 5 Options to Consider

Walkner Condon Financial Advisors

APRIL 13, 2022

If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan. Some 403(b) plans offer a Roth feature, as well. Some 403(b) plans offer a Roth feature, as well. Cash it out.

Retirement Planning

Retirement Planning Certified Financial Planner Distribution Retirement

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.

Budgeting

Budgeting Accounting Retirement Taxes

7 Ways to Protect Your Finances in 2023 for a Recession

WiserAdvisor

FEBRUARY 2, 2023

Mass layoffs impact not only for-profit corporations but also nonprofit organizations. Plan your future finances Significant life events such as a wedding, a house purchase, planning to have a baby, adopting pets, and other similar things can be financially taxing.

Financial Advisor

Financial Advisor Economics Planning Risk Tolerance

How Consumer Credit Counseling Works

Clever Girl Finance

JANUARY 26, 2024

Consumer credit counseling services offer financial education and assistance with debt management as it relates to using credit. Trained and certified coaches meet with anyone who wants help to develop a financial plan to pay off debt. The best part? These services are usually free. Educate yourself What is credit counseling?

Debt Management

Debt Management Financial Counseling Budgeting Nonprofit

7 Ways to Protect Your Finances in 2023 from a Recession

WiserAdvisor

FEBRUARY 2, 2023

Financial Advisor

Financial Advisor Economics Planning Risk Tolerance

How to Leverage Tax-Advantaged Accounts in 2023

Carson Wealth

DECEMBER 28, 2022

While everyone has different financial goals and objectives, one smart strategy can be to reap the benefits of tax-advantaged accounts to help mitigate your tax burden, whether for today or down the road. What Are Tax-Advantaged Accounts? . There are two types of tax-advantaged accounts: . 529 Plans .

Accounting

Accounting Taxes Retirement Planning

Realistic Retirement Planning

The Better Letter

APRIL 6, 2023

Our retirement planning took a hit to do so. The Retirement Confidence Survey from the private, nonprofit Employee Benefit Research Institute has gathered opinion data for over 30 years from workers and retirees as to what they believe their financial status to be. However, achieving that goal came at a cost.

Retirement Planning

Retirement Planning Retirement Planning Nonprofit

Charitable Giving Strategies in a High-Income Year

Carson Wealth

NOVEMBER 30, 2022

For many of my clients, it’s also a time to review their finances and identify moves that can help protect their tax bills. . If you’ve had a particularly high-income year, you might be feeling especially confident about your finances, and yet facing the upcoming tax liability may come as a shock. Donor-advised fund (DAF).

Taxes

Taxes Distribution Accounting Nonprofit

Your High-Income Years are Key to Retirement Planning, So Get Stubborn

Carson Wealth

APRIL 3, 2025

You can begin to establish a strong financial foundation by carefully managing cash flow, contributions, insurance, taxes, debt, and asset allocations during these important years. With this strong foundation, also keep estate planning top of mind. Income tax planning strategies can play an important role.

Retirement Planning

Retirement Planning Retirement Planning Estate Planning

Philanthropic Risk Management: Ensuring Effective and Compliant Giving

How Does a Charitable Remainder Trust Work?

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Trending Sources

How a Donor-Advised Fund Can Help Your Charitable Giving

Webinars

Tax Planning in Retirement: Strategies to Help Minimize Taxes When You Retire

Pro Bono Financial Planning and Beyond: 7 Opportunities to Give Back

Give your Way-Exploring the many paths to Charitable Giving

How And Why To Give Away Your Money In 2024

Misunderstood Student Loan Repayment Issues

The Role of Technology in Modern Charitable Giving Strategies

What Should I Do With My Old 403(b)? 5 Options to Consider

What Should I Do With My Old 403(b)? 5 Options to Consider

What Is The 70-20-10 Budget?

7 Ways to Protect Your Finances in 2023 for a Recession

How Consumer Credit Counseling Works

7 Ways to Protect Your Finances in 2023 from a Recession

How to Leverage Tax-Advantaged Accounts in 2023

Realistic Retirement Planning

Charitable Giving Strategies in a High-Income Year

Your High-Income Years are Key to Retirement Planning, So Get Stubborn

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