Page 14 - Charitable Planning News Today : Breaking News, Live Updates & Top Stories | Vimarsana

After an 11-year bull market, you may be holding some long-term assets that have grown considerably. You may be wondering how to make the most of this moment, how your smart investing can have the best return. If you know what I do for a living, you can probably guess that I’m going to ask you to consider donating stocks to your favorite charity. You are right! But you may be surprised at all the reasons why… ROI for You Donating stocks has several benefits over donating cash. Your cash flow isn’t interrupted, you can avoid capital gains and income tax on the money, and you ...

Carlyn McCaffrey focuses her practice on domestic and international tax and estate planning for high net worth individuals.

Housing and Development Newsletter She served as the president of the Charitable Estate Planning Institute from 2012 and retired in 2016. Hays lectures to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning, and IRAs, as well as income, estate and gift taxation. Hays earned a bachelor of science in business administration and a J.D degree from Drake University Law School, Des Moines, Iowa. Registration is $15 for members; $20 for non-members. Zoom instructions will be sent after registration. Charitable Gift Planners of Santa Barbara...