Two Tax-Smart Tips for Charitable Giving with an IRA
Two tax-smart tips for using a traditional IRA to maximize your charitable impact.
April 26, 2022
Maximizing Tax Benefits by Concentrating or "Bunching" Charitable Contributions
Donors may find the total of their itemized deductions just below the standard deduction. It may then be beneficial to bunch two or more years of deductions into one year, itemize deductions that year, and take the standard deduction other years.
December 6, 2021
Involving Family in Charitable Giving and Extending a Philanthropic Legacy
Passing values on to younger generations through philanthropy can help maximize charitable impact and extend a donor's legacy. Many donors are looking for ways to introduce these conversations and to connect their family in a meaningful giving strategy that involves the whole family.
June 10, 2021
Strategies for Maximizing Your Charitable Impact in 2021
Take advantage of a favorable environment for tax-smart, high-impact philanthropy.