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An estate tax increase some Republicans might support

Posted in Charitable Planning

Here is an interesting post from the Oxford University Press’s Blog that reviews the debate over limiting estate tax charitable deductions for bequests to private foundations.  Whether one agrees with the author or not, it could become an important issue to understand and follow.

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Disclosure:  Mark Kluge only offers securities and advisory services through Wall Street Financial Group, Inc. (WSFG), Registered Investment Advisor.  Member FINRA/SIPC.  WSFG and BlueMark Advisors are separate entities, independently owned and operated.

Are Donor-Advised Funds the Best Place for Your Charitable Dollars?

Posted in Charitable Planning

This article from U.S. News & World Report MONEY provides some insight on the benefits of Donor Advised Funds and balances the discussion with commentary from some advisors questioning whether the upward trend in DAFs will increase charitable giving.

 

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Disclosure: Mark Kluge only offers securities and advisory services through Wall Street Financial Group, Inc. (WSFG), Registered Investment Advisor. Member FINRA/SIPC. WSFG and BlueMark Advisors are separate entities, independently owned and operated.

Year-End Charitable Gifts

Posted in Charitable Planning

The holidays often inspire Donors to think about gifts to their favorite charities. As 2014 draws to a close, there isn’t much time remaining to implement structured charitable gifts. However, there are a few techniques that can be put in place fairly quickly.

Contributions of cash are quick and easy, and are subject to a limit of 50% of Adjusted Gross Income. Year end is a good time to review charitable travel expenses that might be deductible: transportation at actual or 14 Cents/mile, meals & lodging. Tally up your volunteer out-of-pocket expenses which may be deductible. Read more »

Charitable Planning: Getting the Conversation Started

Posted in Charitable Planning

I don’t know how to get started or who to ask.

I don’t have enough money to make a difference.

I’m not sure how to make a planned gift, and I don’t want to look uninformed.

It’s too complicated.

My tax preparer said I don’t need or I can’t use the write-off. Read more »

Leverage Your Gift Video

Posted in Charitable Planning, Videos

First post on our new blog, Introduction Video:

Securities offered through Securities America Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. BlueMark Advisors and Securities America Companies are separate companies. Mark Kluge is licensed to discuss and/or sell securities in the following states: CA, FL, MA, NY, OH. Securities America and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax and/or legal advisor regarding your specific situation. Please see disclosure page for full additional disclosures.

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