Without Counsel Plans Go Wrong, but With Many Advisers They Succeed.

Giving strategically enables you to amplify the value and power of your gift while receiving tax benefits. Here are some underrated ways to give to charity.

Charitable giving is a cornerstone of many people's financial and personal lives. How can you make charitable giving part of your plan during a pandemic and beyond?

Your charitable ambitions have helped guide your life from the organizations you support to all of the wonderful relationships you have sustained along the way and your passion for giving can also shine through as you plan for your legacy.

The giving of ourselves for the greater good, that is what charity is all about. Today, I’d like to explore a few ways that you can adopt a new dimension into your charitable efforts: your time.

Charitable giving is an integral piece of life—something that we all should strive for 365 days a year. One thing that can help promote that spirit of giving is creating a plan for your charitable contributions throughout the year, and while there are many ways to do that, one that is becoming increasingly popular is the use of a donor-advised fund.

Many retirees want to maintain their charitable efforts, but don’t know where to start. QCDs are an excellent tool because they allow you to create a planned giving strategy in retirement. You are able to build-in a giving plan into your retirement budget which will help you be more consistent in your charitable efforts.

While we had prepared for the changes to rules regarding charitable donations and medical deductions, many of my clients were still surprised at how different their tax return was, and have asked what to do going forward. Something that my clients, as well as many others, will likely benefit from is...

For the past few weeks, we have been bombarded with advertisements, holiday preparation advice, images promoting exceptional situations, and now, end of year charitable giving requests. Charitable giving is important, but...

Even just an hour of your time can make a big impact...check out this resource for volunteer opportunities near you.