Latest
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Have a DAF? How You Invest Can Make a Big Difference
Designing the right portfolio for your donor-advised fund depends on the giving strategy you choose. Here are some scenarios to help with that.
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How to Make a Charitable Plan That Won't Break Your Bank
Giving back is great … if you have a plan that's as sustainable and smart as it is generous. Here are five tips for giving wisely.
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Five December 31 Tax Deadlines for Retirees
The end of the year will be here before you know it, so it might be a good idea to start thinking soon about what you need to do for taxes before it arrives.
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In Family Philanthropy, Embracing Differences Can Pay Off
Different approaches to charitable giving among generations and individuals can actually enhance the family's giving. Here's how.
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Five Pitfalls That Can Trip Up Your Family's Charitable Giving
It's easy to make mistakes with something as complex as charitable giving. Knowing what to watch for can help a family keep their philanthropy on track.
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Five Ways to Approach Impact Investing
Impact investing goes beyond your usual checkbook charity by focusing on measurable social and environmental impact as well as a financial return.
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How High Interest Rates Enhance a Type of Charitable Trust
Before interest rates are cut, potential donors might want to consider a CRAT, which optimizes benefits for both the donor and the charity when rates are higher.
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The Secret to Supercharging Your Charitable Giving: Low Fees
What are you paying in investment and administrative fees? The less you pay, the more your money grows, and so does the impact your giving makes.
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If You're the Millionaire Next Door, You May Be a Terrible Spender
Good job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
