Mercer Advisors
Sharing Knowledge

Charitable Giving

Tax Planning Article

IRMAA vs. Social Security Tax: What’s the Difference?

Discover the difference between IRMAA and Social Security tax. Learn strategies to help manage your Medicare premiums and optimize your retirement income.

A couple tax planning with their advisor
Tax Planning Article

Tax Filing vs. Tax Planning: Year Round Tax Planning Matters

Tax planning goes beyond filing to help improve future after tax outcomes.

Estate Planning Webinar

Give Smart. Gain Impact. Philanthropy Made Practical and Tax-Savvy

Explore how women define purposeful philanthropy, clarify giving values, and use tax-smart strategies to maximize impact during life and beyond.

Women discussing philanthropy
Women & Wealth Article

Strategic Giving: How Women Are Redefining Philanthropy

Women are reshaping philanthropy with intentional, strategic giving that aligns values, financial planning, and long‑term impact.

Maximize Your Giving Impact and Tax Benefits with Donor-Advised Funds Image
Estate Planning Article

Help Maximize Your Giving Impact and Tax Benefits in 2026 with Donor-Advised Funds

Increase your philanthropic power with a donor-advised fund. Learn more about this simple, tax-efficient investment option.

Listen
Financial Planning Podcast

Episode 511 – Donations to Charity and Your Tax Planning

Explore how the new tax landscape affects charitable giving. Learn strategies to maximize your donations and tax benefits with insights from Mercer Advisors.

An older couple talking about qualified charitable distributions
Tax Planning Article

What Is a Qualified Charitable Distribution (QCD)?

Learn why a QCD is a powerful tax strategy for retirees. Discover rules, limits, and benefits for charitable giving.

Tax Planning Webinar

New Tax Laws & Year-End Strategies

An overview of new tax laws and practical year‑end strategies, including charitable giving, Roth conversions, portfolio taxes, and estate planning considerations.

A woman making donations to maximize her charitable tax deduction
Tax Planning Article

Last Chance to Maximize Your Charitable Tax Deduction Benefits Before New 2026 Limitations

Our latest article explains how to take advantage of today’s full deduction value and flexibility, help maximize tax savings, and prepare for the new giving landscape in 2026.

A mother and daughter exchanging gifts
Tax Planning Article

Smart Holiday Gifting: OBBBA 2025 Tax Benefits Explained

Explore how holiday gifting in 2025 can help with family wealth transfer, charitable giving, and estate planning.

A couple planning their giving and tax strategy
Tax Planning Article

How Much Can You Give in 2025 Without Paying Gift Tax?

In 2025, you can give up to $19K tax-free per person. Learn how gift tax exclusion works and what it means for estate and tax planning.

Tax Planning Webinar

OBBBA and Your Tax Strategies

This webinar breaks down the new tax law, highlighting planning strategies around rates, deductions, charitable giving, estate planning, and new opportunities for individuals and families.

American flag in front of a building
Tax Planning Article

Charitable Giving Changes are Coming in 2026

The One Big Beautiful Bill Act changes charitable deductions in 2026 – here’s what it means for your giving strategy.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

Let’s Talk