Warne case shows split donations trigger minority discounts, reducing estate tax benefits for wealth management clients ...

This article is the first in a new column, Personal Financial Planning, covering the role of CPAs in advising individuals and ...

With a DAF, you can make a contribution in 2025 and receive a charitable deduction under 2025 rules, while the funds can be ...

About 144 million Americans may qualify for the 2026 universal charity deduction, while high earners face new IRS limits.

Retirees who give to charity often feel torn between generosity and the reality of fixed-income budgets and unpredictable tax bills. A donor-advised fund can ease that tension by letting you ...

Looking to make a difference on #GivingTuesday? With charitable gifts trending down, nonprofits are hoping for a bump in generosity. Here are a few ways to maximize your gifts. Chances are that your ...

Tax-advantaged charitable gifts, also known as planned gifts, offer a unique opportunity to maximize the tax code's benefits. This goes beyond the standard deduction for charitable donations. Our ...

Federal tax code overhaul under the One Big Beautiful Bill Act delivers sweeping changes for individuals and businesses, ...

UD's Gift Planning Team is proud to share charitable giving resources like this to help all our Blue Hens and friends make the most of their money. If you have and questions or want to discuss gift ...

The other day I was running some errands and flipping through the radio. I stopped the dial once I heard the opening chords to “Band on the Run.” For those who are unfamiliar, this was one of the ...

The number of income tax returns that will report income tax savings from charitable donations is projected to plummet from 37 million in 2017 to just 16 million in 2018. The staggering decline of 21 ...