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5 Trends in High-Net-Worth Philanthropy
Wealthy families and organizations are giving more to charity but also targeting funding to fewer grants in their efforts to create bigger impacts.
6 Ways a DAF Can Make Your Year-End Giving Better Than Ever
Giving appreciated assets instead of cash could be the most tax-smart move you can make with a donor-advised fund, but wait, there's more…
By Stephen Kump Published
Volunteering and Donating Can Deliver Feel-Good and Tax Benefits
Giving to others – whether it’s our time, our financial resources or both – can confer a multitude of benefits.
By Vincent Birardi, CFP®, AIF®, MBA Published
Considering Donating to Charity? Here’s a Road Map to Steer Your Choices
Getting started can be challenging, but never fear, we provide key questions to ask to help make your philanthropy more rewarding.
By Catherine Crystal Foster Published
The Six Best Ways to Give to Charity (And Cut Your Tax Bill)
Giving your money to charity doesn’t have to be a totally selfless act. It can also be a way to keep the tax collector’s hands out of your pocket or away from your heirs.
By David Rodeck Published
Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
Charity A qualified charitable distribution, or QCD, might be the answer for you – but watch those rules.
By Charles Rawl, CFP®, RICP® PublishedCharity
5 Ways Charitable Giving Can Star in Your Financial Strategy
personal finance Helping others is great, and helping yourself is always good as well, so why not do both at the same time? Integrate these five strategies into your financial plan, and you can.
By Matt Landon, Financial Advisor, CFP® Publishedpersonal finance
How to Inspire Your Grandkids to Invest in Charitable Giving
Charity When trying to motivate future generations to invest in good causes, it’s easy to get caught up in the "what." Yet it’s the "why" that really makes the difference. For me, it was escaping a coup in Liberia as a child.
By Stephen B. Dunbar III, JD, CLU PublishedCharity
Donor-Advised Funds: The Gift That Keeps on Giving
Financial Planning Expert guidance on how this charitable vehicle can make a difference.
By Emma Patch PublishedFinancial Planning
Could Donor-Advised Funds Soon Be as Popular as 401(k)s?
Charity Interest in this charitable giving tool is growing as it offers simplicity and tax benefits similar to 401(k)s.
By Stephen Kump PublishedCharity