15 Questions to Guide Family Charitable Discussions

“Clients who discuss their annual charitable planning with their families over the holidays often have similar conversations from year to year. This year, however, may be very different.

The shock of the pandemic and the economic impact have caused some donors to deviate from their usual giving practices. Many responded by supporting their favorite nonprofit organizations while others also donated to different or local charities. The American Endowment Foundation and most other donor-advised fund (DAF) sponsors reported that in response to the great need that arose in the first half of the year, the number of grants recommended by their donors increased by 35% to 50%.” Click here for questions.

Source: Thinkadvisor
3-minute read.

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IRS Simplifies Certain 403(b) Plan Terminations