Charitable Giving

Charitable Giving

woman talking to a financial advisor

Minimizing Taxes on Investment Gains: A Guide for High-Net-Worth Investors

April 8, 2025

man sitting at desk thinking hard about something

Weathering Federal Funding Uncertainty: Proactive Steps for Nonprofit Resilience

March 21, 2025

Los Angeles wildfire charities

From Hurricanes to Wildfires: The Power of Charitable Giving

February 4, 2025

People discussing qualified charitable distributions (QCDs)

New Rules for QCDs and IRA Contributions

January 30, 2025

Person discussing private foundation vs donor-advised fund

Charitable Giving: Is a Private Family Foundation or Donor-Advised Fund Right for You?

January 6, 2025

Family discussing the value of giving and gratitude and Thanksgiving

Thanksgiving Reflections on Giving and Gratitude

November 25, 2024

Discussing 5 Ways to Help Boost Your Nonprofit

5 Ways to Help Boost Your Nonprofit

November 15, 2024

Non-Profits Preparing for Economic Challenges

How Non-Profits Can Prepare for Economic Challenges

November 4, 2024

Person discussing four estate planning strategies for tax savings

Year-End Tax Tips for High-Net-Worth Clients

September 11, 2024

Being an Impactful Nonprofit Board Member

August 12, 2024

How Charities Can Leverage CRUTs

August 9, 2024

People working on their charitable giving and Financial Plan

Aligning Charitable Giving, Estate, and Tax Planning

July 30, 2024

Ready to learn more?

Explore More

middle-aged man sitting with retirement plan advisors

Retirement

Benefits of Refreshing Your Retirement Plan Design

April 30, 2025

Personal Finance

Money Lessons We Didn’t Learn From Our Parents

April 30, 2025

Market Commentary

Corrections, Recessions, Bear Markets – Oh My!

April 29, 2025

Continue Browsing