charitable gifts

Estate Planning is For Everyone


Hey there, future-focused friends! Let's dive into the wonderful world of estate planning – the ultimate life roadmap to make sure your dreams and wishes are rockin' even after you've left the stage. Okay, I get it, talking about estate planning might not be as exciting as a rollercoaster ride, but trust me, it's [...]

Estate Planning is For Everyone2023-09-21T20:13:40-07:00

Double Your Impact With These Charitable Giving Strategies


Avoid these financial traps and save yourself money and stress in the long term. Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving wisely to nonprofit groups, it's important to anticipate financial obligations to family members while you're still of sound mind. [...]

Double Your Impact With These Charitable Giving Strategies2020-01-03T04:08:34-08:00

Donating Highly Appreciated Stock


Donating Stock - It can give you a tax break. It can give a charity a tax break in the future. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio (and you hold them in a non-qualified account that doesn’t get special tax treatment), then you might want [...]

Donating Highly Appreciated Stock2016-12-14T17:06:19-08:00

Ways the Middle Class Can Make a Difference for Charity


You don’t need to be wealthy to make an impact and get a win-win. Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re not yet a millionaire or simply a “millionaire next door,” yet want to give, consider the following options which may [...]

Ways the Middle Class Can Make a Difference for Charity2016-12-14T17:07:07-08:00
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