While engaging in acts of giving is generally driven by personal and emotional factors, it’s important to consider the potential tax implications. Tax-focused gifting strategies, such as donor-advised funds and qualifying charitable contributions, can help...
Cash in Kind: Charitable Giving Can Help The Donor As Well As The Cause
This article was originally published in the December 2023 issue of the Traverse City Business News and can be read in its entirety below. We have updated the content to reflect any recent changes to...
Know the Benefits of Sending Your RMDs Straight to a Charity
Black Walnut Wealth Management occasionally provides content to Traverse City Business News and other media outlets. This article ran in the December 2022 issue of the Traverse City Business News and can be read in...
What Impact Do You Want to Make?
Occasionally, Black Walnut Wealth Management provides content to the Traverse City Business News and other media outlets. This article ran in the December 2021 issue of the Traverse City Business News, and can be read...
5 Financially Savvy Gift Ideas
Learning how to handle the complexities of life is an important lesson for adults to pass on to their children and grandchildren. For the most part, personal finances are not included in the public school...
Socially Responsible Investing (SRI) Is Trending. What Is It and Why Is It Hot?
2020 was a year of stress and uncertainty, but it was also a year that brought to light issues of social justice, climate change, and social responsibility. As consumers, we have grown more conscious of...
5 Clever Financial Gift Ideas for Grandchildren
One of the most crucial responsibilities families have when it comes to raising children is to educate them so that they’re ready to handle the complexities of adult life. While schoolteachers address the usual subjects...
Sustainable Investing to Support What Matters to You: 5 Tips to Get Started
As social consciousness is becoming a more vital part of many Americans lives, investors are wanting to do more with their money than just simply invest. While making money to meet future goals is the...
Thinking Beyond a Cash Donation
Thinking beyond a cash donationMaximizing year-end charitable giving while minimizing taxesBy Eric Braund, CFP®, CRPC®Traverse City Business News, October 2017 issueThe holidays are often a time to reflect on what you are thankful for, as...