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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
Posts about
Charitable Giving
Charitable Giving
,
Health, Wealth & Security
The Joy of Giving Today
Many of us include charitable organizations in our estate plans because we believe in the important...
2 Minute Read
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Charitable Giving
,
Generational Wealth Planning
Building a Family Tradition of Generosity
Jamie and Peter have long supported the small Virginia community where they raised their children....
2 Minute Read
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Charitable Giving
,
Estate
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...
3 Minute Read
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Investment
,
Charitable Giving
Diversifying Concentrated Stock Positions with a Donor-Advised Fund
For individuals and families looking to maximize their charitable impact while pursuing...
2 Minute Read
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Tax
,
Charitable Giving
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...
2 Minute Read
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Risk Management
,
Charitable Giving
,
Insurance
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...
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College & Next Generation Planning
,
Charitable Giving
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...
2 Minute Read
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Charitable Giving
,
Estate
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...
3 Minute Read
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Investment
,
Charitable Giving
,
Behavioral Finance
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...
3 Minute Read
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Charitable Giving
,
Life Transitions
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...
2 Minute Read
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