“Off the Wall” Blog
Optimize My Charitable Giving
Charitable giving can be a very fulfilling part of having wealth—you have the ability to make an impact on the causes you care about most in this world.
But you don’t just want to give blindly—to maximize the benefit for you and for the recipient, you need a strategy. This is where a Private Wealth Design comes into play—we help you see all your charitable giving options and understand why it’s worth choosing one over another.
Articles on Optimizing Charitable Giving
Is donating stock to charity the way to go? It’s complicated.
As an investor, you can opt to donate a variety of financial assets, from government bonds to mutual funds as well as cold hard cash. For certain investors, directly donating shares of a...
3 charitable giving strategies that deserve a second look
You’ve established your philanthropic intentions, set your charitable goals, and are ready to start making an impact. Now what? It’s time to learn some charitable giving basics, so you can make the...
Tax strategies 101: 5 concepts to implement before end of year
As you may have noticed, 2020 is coming to a close. We’re with you, we thought we’d never get here either. It’s been a tumultuous time (particularly for investors) as economic forecasts have...
Charitable contributions from IRAs: The all too often missed opportunity
Has “gratitude” been a recurring theme on your mind in 2020? Have you been asking yourself, “How can I give back?” Are you thinking about your year-end charitable giving? If you are 70 ½ or older,...
What is a Donor Advised Fund?
When looking to optimize your charitable giving, you may want to consider using a Donor Advised Fund. What is a donor advised fund, you ask? Well, here is a quick overview of what they are, how they...
5 ways to make your charitable giving count
5 Ways To Make Your Charitable Giving Count Picture this scenario we’ve all been in: you’re in the grocery store checkout line. The associate has finished ringing up all your items and, before...