Planned Giving

Tax-Free IRA Gifts Expired on Dec. 31, 2011

The ability of IRA owners to make tax-free gifts to charity expired December 31, 2011. It has not been included in any tax-extenders legislation signed by the President to date. Individuals can still make gifts to charity of IRA assets, but will first have to take a withdrawal into income and then contribute it. The charitable income tax deduction should shelter most, if not all, of the withdrawal from tax, but the appropriate steps must be followed. This can be especially effective if an individual must take a required minimum distribution and does not otherwise have it allocated.
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Harvard Endowment Earns 21.4%

Harvard Management Company reported in September 2011 that it earned 21.4% for Fiscal year 2011. 

Low Interest Rates

Low interest rates create opportunities for charitable gift annuities and charitable lead trusts.  Read More

Inside the Classroom with Shaquille O'Neal

Shaquille O'Neal recently visited HLS and shared some wisdom on career and retirement planning. Read More

New Tax Proposals

A tax proposal by the new Administration may limit your ability to fully utilize your charitable deductions.  Read More