Make charitable giving a win-win part of your wealth plan

Founder, president, Regent Wealth Management, Donald B. Bergis, and Investment Adviser •
Kiplinger

There are tremendous breaks and incentives written into the tax code for charitable giving, and you don’t have to be wealthy to take advantage of them. But they’re most successful for people who truly have a charitable bent — those who sincerely want to see some of their money go to the charity or charities

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Get tax breaks for charitable giving

Susan B. Garland, Editor, and Kiplinger's Retirement Report •
Kiplinger

Charity fund-raising reaches a fever pitch in the holiday season — and your mailbox will likely be stuffed with appeals for help. Before you open your wallet, you need to understand the complex IRS record-keeping and other rules. Also, make sure the charity is eligible to receive tax-deductible contributions. Search the IRS database of exempt

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Charitable giving with an impact

Susan B. Garland, Editor, and Kiplinger's Retirement Report •
Kiplinger

Want to be sure your charitable dollars are going to good use? For many donors these days, it’s not enough that a charity has a worthy mission or keeps its overhead low. Before they hand over cash, these donors are giving nonprofits the same hard-nosed scrutiny that they give their investments. Consider Jean Krasnow of

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The etiquette of fundraising

Staff Writer, Miriam Cross, and Kiplinger's Personal Finance •
Kiplinger

Lending your financial support to worthy causes feels good – until you feel sapped by frequent requests. Learn how to decline a request or solicit donations from others without overstepping boundaries, and give money in a way that’s meaningful. My friend asked me to contribute to a film project he is crowdfunding, but I would

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6 ways to make the most of your charitable giving

RFC, Eric Mattinson, Investment Adviser Representative, and Semmax Financial Group Inc. •
Kiplinger

I often talk about how my family has shaped me into the man I am today. One set of grandparents got me started on saving and understanding finances; they purchased mutual funds for me when I was young, and even got me a subscription to Kiplinger’s Personal Finance magazine. My other grandparents taught me a

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