How Do Charitable Donations Affect Taxes?
It goes without saying that charitable donations are a meaningful way to support causes you care about. But understanding how charitable donations affect taxes is a crucial component of having an effective financial plan for you and your loved ones.
A Guide to Giving: 5 Ways to Make Charitable Contributions Go Farther
By Jamie French It’s officially the holiday giving season – the busiest time of year for making contributions to your favorite charitable causes. But before you donate this year, know that taking a smart approach to giving can strengthen your own financial security and allow you to make an even greater philanthropic impact. To read […]
Donating Stock to Charity: How Does It Work?
Donating stock to charity is easier than it sounds. Learn how the process works and the two tax benefits you can earn from just one donation.
What is a Donor-Advised Fund? Tips to Give Smarter.
What is a donor-advised fund? Can it help you leave a legacy of giving? We have the answers you’re looking for and so much more in our latest financial article.
The You Can’t Take it With You Podcast
Did you know that our own Jim Dunlop is now a podcast host? The You Can’t Take it With You podcast launched this week with the inaugural episode in which Jim shares: Sponsor for this episode: This episode is brought to you by Advent Partners — a financial planning partner dedicated to helping you make […]
Charitable Contributions: How to Maximize Your Tax Benefits
Give wisely with our free charitable contribution planning tips. Discover 5 ways to improve your tax savings and amplify your donor impact now.
Non-Cash Assets & Charitable Giving
Understanding the Charitable Power of Your Non-Cash Assets
Thinking About a Legacy
“Use your imagination. Wave a magic wand. If there were some things you could do for the kids in the school where you used to teach, what would they be?” I asked this question one afternoon to one our dear clients.
