As a followup to my recent post about year-end tax moves, I decided over the weekend that we should start being more tax smart about our charitable contributions. As such, I’ve been exploring the possibility of donating mutual fund shares into a donor-advised fund.
Using a donor-advised fund
For those that aren’t familiar with the concept, a [...]
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Archive for the ‘Charity’ Category
Donating Appreciated Stock or Mutual Fund Shares
Written by Nickel - 2 Comments
Published on December 27th, 2010 - 2 Comments
Filed under: Charity, Saving & Investing, Taxes
add to tip'd - stumble it - digg it
Filed under: Charity, Saving & Investing, Taxes
add to tip'd - stumble it - digg it
Finding a Charity to Support in 2011
Written by Laura Martinez - 3 Comments
One of our goals in 2011 is to increase our charitable contributions throughout the year. We’ve been getting a better handle of our finances and our monthly budget has enough room to accomodate increased charitable giving.
Have you thought about which charities you’d like to support during the coming year? Or maybe you’ve wondered how you [...]
Published on December 21st, 2010 - 3 Comments
Filed under: Charity
add to tip'd - stumble it - digg it
Filed under: Charity
add to tip'd - stumble it - digg it
How to Help Nashville Flood Victims
Written by Nickel - 2 Comments
If you’ve been wondering how you can help victims of the recent flooding in Nashville, I recently ran across a site with a great list of options. For many of you, the easiest way to help is with an online donation through one of the following links:
The Community Foundation of Middle TN
Middle TN Red Cross [...]
Money, Happiness, and (Extreme) Giving
Written by Nickel - 7 Comments
We’ve previously talked about the relationship between money and happiness (here and here), and we’ve also tackled the issue of “how much is enough.” With those discussions as a backdrop…
I recently ran across an interesting article about an Austrian millionaire that’s giving away his entire fortune. He’s selling his homes, cars, the business that made [...]
Reset Your Investment Cost Basis With Charitable Donations
Written by Nickel - One Comment
Today, I want to share a tip that will help you avoid future taxes on the taxable portion of your investment portfolio. As you’re no doubt aware, when an investment in a taxable account goes up in value and you sell it, you have to pay taxes — capital gains taxes — on your gain.
So… [...]
Published on April 30th, 2010 - One Comment
Filed under: Charity, Saving & Investing, Taxes
add to tip'd - stumble it - digg it
Filed under: Charity, Saving & Investing, Taxes
add to tip'd - stumble it - digg it
Should We Give Locally Before Giving Globally?
Written by Matt Jabs - 39 Comments
The need to give is everywhere.
Giving is an important and integral part of personal and family budgets throughout the nation. As American’s we are blessed with an abundance, and with great abundance comes great responsibility. But are we forgetting our own communities by focusing our giving efforts on national and international tragedies?
No matter where you [...]
Published on February 18th, 2010 - 39 Comments
Filed under: Charity
add to tip'd - stumble it - digg it
Filed under: Charity
add to tip'd - stumble it - digg it
Haiti Donations to be Deductible in 2009 (If You Want)
Written by Nickel - 3 Comments
If you’ve been on the fence about donating to Haitian earthquake relief efforts, Congress just gave you one more reason to open your pocketbook… The House and Senate have both approved legislation that will let taxpayers claim their donations on their 2009 taxes.
In the absence of this bill, you would’ve had to wait until you [...]
Published on January 22nd, 2010 - 3 Comments
Filed under: Charity
add to tip'd - stumble it - digg it
Filed under: Charity
add to tip'd - stumble it - digg it
How to Support Haitian Relief Efforts
Written by Nickel - 2 Comments
As you’ve likely heard by now, Haiti recently suffered a devastating earthquake. If you’re interested in helping the relief efforts by donating money but don’t know where to start, please check out the following non-exhaustive list of options:
The American Red Cross has pledged an initial $1M in support. You can help support their efforts by [...]
Published on January 14th, 2010 - 2 Comments
Filed under: Charity
add to tip'd - stumble it - digg it
Filed under: Charity
add to tip'd - stumble it - digg it
What is a Donor-Advised Fund?
Written by Nickel - 2 Comments
Last week, I gave myself a crash course in donor-advised funds. Unfortunately, it was too late, as I didn’t have time to act before the end of the year. I did, however, learn a lot, so I thought I’d share some of that knowledge with you.
What is a donor-advised fund?
A donor advised fund is essentially [...]
Published on January 6th, 2010 - 2 Comments
Filed under: Charity, Saving & Investing
add to tip'd - stumble it - digg it
Filed under: Charity, Saving & Investing
add to tip'd - stumble it - digg it
Setting a Savings Ceiling – How Much is Enough?
Written by Matt Jabs - 13 Comments
I’ve recently been thinking about the concept of setting a personal “savings ceiling.” In other words, figuring out how much I need to live a happy, fulfilling life, and then giving the rest away. Now, before you start thinking that I’ve lost my mind, I want to say a few things…
For starters, it’s important to [...]
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