charitable giving

Understanding the difference between charitable remainder unitrusts and charitable remainder annuity trusts can help your legacy.

Understanding the difference between charitable remainder unitrusts and charitable remainder annuity trusts can help your legacy.

If you’re coordinating a charitable giving plan, be sure to use our extensive donation and tax-planning resources.

To make a bigger impact with your donations, read our end-of-year charitable giving planning and tax strategies blog post.

We’ve talked before about how charitable giving can lower your annual tax bill. Here, we’ll mention four smart charitable giving strategies to help you give.

Direct cash donations. Perhaps not the most tax-efficient giving strategy, but it is the simplest. Giving cash is often the easiest way to make a …

Charitable giving is one of the best ways to leave a legacy or support a worthy cause. Those are reasons enough to give, but as wealth managers, we also appreciate that donating to charities can reduce your tax bill. When you contribute to an IRS-recognized charitable organization, the sum can be deducted …

Charitable giving allows you to have an impact on the world and reduce your taxable income—both are front of mind as the year draws to a close. Of course, not all giving approaches are created equal. Here are some advanced strategies that can pay dividends to you, your …

Many investors are unaware that you can use retirement assets to support the charities of your choice while avoiding taxes at the same time. A qualified charitable distribution (QCD) is a direct transfer of money from an individual retirement account (IRA) to an eligible charitable organization. Unlike regular withdrawals from your …