Five Charitable Giving Strategies That Come with Tax Advantages

Charitable giving tax advantages are probably not the first thing on your mind when you decide to make a philanthropic gift. After all, deciding to give to an organization or cause you care about is a personal decision reflective of your values, passions, and hopes for the future. Your philanthropy helps those in need, and […]
Boost Your Charitable Giving: Strategies for Making an Impact

Tips to Help You Practice Meaningful and Strategic Philanthropy Many people find that being philanthropic with their money brings them joy. After all, being charitable can be a meaningful experience and is a way to put your core values into practice. Recent data confirms this, as it is estimated that about 71% of Americans donated […]
Ep 16: Have You Used This Charitable Planning Technique?

Today we’re talking about a donor advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.
Charitable Giving in Estate Planning: Leaving a Lasting Impact

If giving back has been meaningful to you throughout your life, then you may want to learn more about charitable giving in estate planning. Estate planning is not only about distributing assets; it’s an opportunity to leave a lasting impact on causes dear to your heart. Incorporating charitable giving in estate planning allows you to […]