Blog
May 2024
How Did You Do on the Finance 1040 Final Exam?
Did you know that you can reduce your taxes by being more intentional with your charitable planning? Read more for tax-wise giving options to consider this year
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Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA
Posted April 2024
Giving from your IRA benefits you, your loved ones, and your favorite charitable organizations. Read more to learn about two easy, tax-wise ways to give.
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How to Make the Most of the Type and Timing of Your Charitable Gift
Posted March 2024
There are several factors to consider when choosing the timing and type of gift that best matches your circumstances. Read more to learn how to optimize your charitable giving.
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Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust
Posted February 2024
Do you want to learn how to maximize your giving through the creative use of charitable trusts? Read more for strategies about making timely adjustments to your trust portfolio for that purpose.
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Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options
Posted January 2024
The new year brings new opportunities to plan for the future of your loved ones and favorite causes. Read more for a review of four easy and tax-smart charitable giving options.
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