BlogPrevious PostsThree Questions to Ask Yourself to Ensure the Most Impactful Giving There are three questions you should ask yourself as you contemplate your charitable giving this year. Read more to learn how to maximize the impact of your gift.
How Did You Do on the Finance 1040 Final Exam? Did you know that you can reduce your taxes by being more intentional with your charitable planning? Read more for tax-wise giving options to consider this year
Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA Giving from your IRA benefits you, your loved ones, and your favorite charitable organizations. Read more to learn about two easy, tax-wise ways to give.
How to Make the Most of the Type and Timing of Your Charitable Gift There are several factors to consider when choosing the timing and type of gift that best matches your circumstances. Read more to learn how to optimize your charitable giving.
Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust Do you want to learn how to maximize your giving through the creative use of charitable trusts? Read more for strategies about making timely adjustments to your trust portfolio for that purpose.
Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options The new year brings new opportunities to plan for the future of your loved ones and favorite causes. Read more for a review of four easy and tax-smart charitable giving options.
Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You Do you know the benefits of “bunching” your deductible expenses into a single year? Read more to learn about this tax-savvy giving strategy for the charitably minded.
Two Ways to Give from Your IRA—Including a New Opportunity for 2023 Have you heard about the new way to make a charitable gift from your IRA and receive income for life? Read more to learn about this new opportunity for 2023.
Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023 Do you know the essential elements of an estate plan? Read more to learn what they are and why estate planning is so important.
70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving Charitable giving with retirement funds offers many tax advantages. Read more to learn about the benefits of annual and planned giving using IRA distributions.
August Is National Make-A-Will Month—Is It Time to Create or Update Your Will? If you have been considering creating or updating your will, now is the perfect time! Read more for helpful steps to ensure your will reflects your current personal and charitable goals.
Do You Know the 6 Ways Your Assets Could Be Distributed? There are six main ways to transfer assets through your estate, and five of them offer charitable opportunities. Read more for a detailed explanation of each.
A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits An IRA charitable rollover gift provides benefits you may already know about. Read more to learn how it could also reduce the taxable portion of your Social Security benefits.
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