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Charitable Pledges Payable on Death

Many of us, as we get older, find that we want to have a broader positive impact on the world around us. Often this takes the form of financial support to organizations that do good work in the community or even halfway across the world. While many p… Read More
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Categories: Charitable Planning
Woman With Paintings Considering Tax Deductions for Donating Art

What You Need to Know About Tax Deductions for Donating Art and Personal Property

If you are a lover of art or other fine collectibles, you probably want your collections to go to someone who will appreciate them as you do. You may also want to use your valuable collections to benefit a charitable organization that is important to… Read More
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How the TCJA Impacts Charitable Giving

The Tax Cuts and Jobs Act (TCJA) is the most sweeping tax reform in decades. When it took effect on January 1, 2018, it changed many things we have come to take for granted about taxes and tax deductions in this country. One of those is the relations… Read More
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Basics of Income Tax Deductions for Donations to Charitable Organizations

Taking advantage of income tax deductions for donations to charitable organizations gives an individual more control over how his or her money is used. Potential tax money is taken out of the hands of the government and given to charities the donor w… Read More
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IRA Gifts to Charity: The Ideal Asset to Gift at Death

As gifts to charity, Individual Retirement Accounts (IRAs) are among the best assets for charitable giving at death.  If you are looking for a way to make a charitable donation, reduce estate taxes, and receive charitable tax deductions on income ta… Read More
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8 Strategies for Charitable Giving: Fund Your Favorite Charity While Reducing Your Tax Bill

Charitable giving is a great way to reduce income and estate taxes while increasing your control over how your money is used. When you give to charity organizations in Ohio or nationally, you can take a charitable tax deduction either off your income… Read More
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100% Estate Tax Elimination with a Testamentary Charitable Lead Trust or Charitable Remainder Trust

A testamentary charitable lead trust (CLT) or charitable remainder trust (CRT) can be used to totally eliminate estate taxes if the trust is structured properly. By including a formula and specific wording, a testamentary trust can be structured so t… Read More
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3 Ways to Give Scholarships to Reduce Taxes and Leave a Legacy of Education

When people give scholarships through a charitable foundation or scholarship trust using funds from their own estate, it tells others that education is important to them. It leaves a legacy that inspires individuals to pursue education and facilitate… Read More
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How Does a Conservation Easement in Ohio Work as a Planned Giving Tool?

Conservation easements in Ohio are a way to preserve family land and reduce taxes by permanently restricting development and land use in cooperation with a government agency, Ohio land trust or nationally recognized land trust. The easement can be do… Read More
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What is a Bargain Sale to Charity and How is it Used in Planned Giving?

A bargain sale to charity is a way to make charitable contributions of property to charity while getting some of the property value back. The donor sells the property to the charity for a price below fair market value. The charity gets the benefit of… Read More
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I was introduced to Ted earlier this year by a mutual acquaintance and have had the opportunity to work with him since. Ted takes a comprehensive approach to working with his clients and does not leave any stone unturned. The team that he has assembl… Read More
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