Giving With Intention: How Strategic Philanthropy Fits Into Your Wealth Plan
Most generous people give cash. There's usually a smarter way — and the difference can be significant for both your tax bill and the causes you care about.
Legacy Planning and Donor Advised Funds
How do you want to be remembered? This is a question that some people consider early in their lives. For others, it’s a thought that never crosses their mind. Some may want their alma mater’s library named after them, or to provide a comfortable life for those they leave behind in the form of seed money for their children to hopefully be successful. Others want to spend their last dime and slide across home plate and into eternity with nothing left over.
Increase (Meaning) In Life
1 in 3 non-profits registered in the U.S. face elevated risk of going out of business over the next 2 years. Your charitable giving will help them thrive AND optimize your tax deductions. Learn more here.