Tax-focused gifting strategies, such as donor-advised funds and qualifying charitable contributions, can help you maximize your charitable contributions while minimizing your tax liabilities.
Cash in Kind: Charitable Giving Can Help The Donor As Well As The Cause
If you’re like us, you recognize that the world extends far beyond the lines of your immediate family, and perhaps you hope to make a lasting impact on others. But wouldn’t it make the most sense if you could help yourself while at the same time helping others? Let’s explore a few strategies to save more money while gifting to your favorite causes.
Know the Benefits of Sending Your RMDs Straight to a Charity
There are many ways to give back during retirement, but one way is to donate your required minimum distributions (RMDs) directly to a charity.
What Impact Do You Want to Make?
It can be difficult to decide how, and what to give to charity. Here are five tips to help you figure it out.
5 Financially Savvy Gift Ideas
Five unique gift ideas that will help provide your kids and grandkids with a substantial advantage when it comes to financial security and teach them valuable money management skills as well.
Socially Responsible Investing (SRI) Is Trending. What Is It and Why Is It Hot?
Socially responsible investing (SRI) is a great way for investors to realign their wealth with their values.
5 Clever Financial Gift Ideas for Grandchildren
One of these five unique gift ideas will give your grandkids a substantial advantage when it comes to financial security and teach them valuable money management skills as well.
Sustainable Investing to Support What Matters to You: 5 Tips to Get Started
Sustainable investing requires more thought, but there may be a larger return on investment. Here are five tips to get you started on the right track.
Thinking Beyond a Cash Donation
Consider exploring four alternatives that allow you to give just as much while protecting your assets from excessive taxes.