According to IRS data, the top 1% of the income distribution accounted for a third of all charitable giving. Giving to charity is a no-brainer for high-net-worth and ultra-high-net-worth individuals. However, maximizing their tax savings is a different story. With phase outs, expiring carryovers, and legislative changes, taxpayers could leave thousands of dollars on the table from charitable giving deductions.

In this webinar we'll discuss the various tax rules regarding charitable giving along with tax strategies to supercharge tax deductions.

Learning Objectives:

• Recognize the various limitations to deducting charity


• Identify the proper vehicle to enhance charitable donations: donor advised funds, private foundations, and charitable trust


• Evaluate the proper timing of charitable giving to maximize deductions