Posts about

Charitable Giving

The Joy of Giving Today

Many of us include charitable organizations in our estate plans because we believe in the important...

Building a Family Tradition of Generosity

Jamie and Peter have long supported the small Virginia community where they raised their children....

Does It Matter Which Assets You Leave to Charity?

Estate planning can seem complicated, and trying to decide what to leave to charity and what to...

Diversifying Concentrated Stock Positions with a Donor-Advised Fund

For individuals and families looking to maximize their charitable impact while pursuing...

Charitable Giving Before 2026: Why Timing Could Boost Your Impact

Charitable giving is a fantastic way to help non-profit organizations you care about achieve their...

Turning a Policy into Purpose: How Life Insurance Can Grow Your Long-Term Charitable Impact

When it comes to making donations to our favorite charities, you may think of writing a check to...

Raising Generous Hearts: Engaging Kids in Family Giving

As we move into the final months of the year, charitable giving naturally becomes a focus for many...

Smart Charitable Giving: Maximize Your Impact, Minimize Your Taxes

Charitable giving is a powerful way to support causes you care about, create a personal legacy, and...

Giving with Purpose: How to Align Your Charitable Contributions with Your Values

Charitable giving is more than a financial transaction – it’s a reflection of your values and a way...

From Building Wealth to Creating Meaning: Charitable Giving at Life’s Milestones

Reaching a milestone birthday or entering retirement is about more than celebrating the years...