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 publicly-traded stock can also be one of the most appealing ways to contribute to...
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 most of your dollars and understand where philanthropy fits in with...
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 fluctuated fiercely in response to protests, politics, and the pandemic....
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, one charitable giving option you can take advantage of is a Qualified...
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 work and who tends to find them most helpful. What is a Donor...
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 finalizing your transaction, asks you if you want to donate to the local...
