16 Jul How to Maximize Charitable Giving Under the Tax Cut & Jobs Act
A retired couple is looking for tax-efficient options to meet their charitable goals following the passing of the Tax Act....
charitable giving Tag
13 Jul Charitable Giving and Donor Advised Funds: Doing Good, Doing Smart
Many of our clients tell us that charitable giving is a fundamental part of their lives, one that is a...
13 Jul Point & Click Philanthropy: The Donor Advised Fund
Ninety-five percent of wealthy households give to at least one charity annually. Often, these gifts are completed during the...