Posts about
Charitable Giving
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...CRAT, CRUT, WHAT? The Alphabet Soup of Philanthropy
For those that are charitably inclined, there are myriad options at your disposal. These options...Charitable Giving - "Dead or Alive"
Giving to charity is often an important part of clients’ estate plans, so let’s explore some...Make Charitable Giving a Family Learning Experience
As parents we often struggle with teaching and shaping our family’s values. Fitting time in for...How Your Appreciated Stock Can Reduce Your Tax Bill
It was a great year in the stock market, especially for long-term investors. Assets in...