Step-by-Step Protecting Your Rights Beneficiaries can protect themselves from overbroad waiver with the following steps: Review the information provided by the fiduciary to see if there is any reason for concern. Review waivers and edit forms...
Category: Charitable Deductions
Latest DAF Ruling
Donors Lack Standing to Challenge Action of DAF Sponsor Unless DAF Made a Specific Promise In Philip Pinkert v. Schwab Charitable Fund, Case No. 20-cv-076657-LB (N.D., Cal.), the court dismissed the lawsuit of a donor to...
Trump vs. Clinton vs. Charity
Both Donald Trump and Hillary Clinton say they are protecting the charitable deduction in their tax plans. Hillary Clinton initially proposed limiting the charitable deduction to the 28% tax rate even if the donor was in...