Featured Articles

Tax Strategies

Maximizing Tax Benefits by Concentrating or "Bunching" Charitable Contributions

December 7, 2021
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.
Featured Article

Involving Family in Charitable Giving and Extending a Philanthropic Legacy

June 11, 2021
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.
Tax Strategies

Making Qualified Charitable Distributions (QCDs) and Naming Charitable Beneficiaries

March 25, 2021
Two tax-smart tips for using a traditional IRA to maximize your charitable impact.
Featured Article

Strategies for Maximizing Your Charitable Impact in 2021

February 9, 2021
Take advantage of a favorable environment for tax-smart, high-impact philanthropy.



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