Charitable Giving Learning

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Charitable Giving Learning

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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What Issues Should I Consider When Establishing My Charitable Giving Strategy?

Philanthropic motivations and goals
Cash flow considerations
Asset selection when funding gifts
Charitable giving vehicles
Tax planning and deductibility

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Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?

Charitable goals
Tax planning goals
Funding strategies
Basic mechanics of DAFs
Alternative charitable giving strategies

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Can I Do A Qualified Charitable Distribution From My IRA?

Age requirements
Distribution limits
Qualified charitable beneficiaries
The effect of account contributions
Step-by-step reporting process

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