Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Strategic Giving: Think Beyond Cash

November 25, 2019 -

With the holidays upon us, many of us look for ways to combine the desire to help others with the desire to save on taxes.


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What the New Law Means for Charitable Giving

September 6, 2018 -

Some changes, but the basic structures available remain in place


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These Charitable Investment Strategies Deliver a ‘Three-fer’

September 25, 2017 -

These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.


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Doing Good While Doing Well

September 1, 2015 -

Consider leaving your IRA to charity


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A Guide to Wiser Giving

October 7, 2014 -

Strategies for maximizing your charitable contributions


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Donor-Advised Fund

Charitable giving with less administration


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Family Foundations

October 22, 2012 -

Mindful guidelines for selecting fund recipients


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