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Your philanthropy follows your vision and supports the issues that matter most to you. See how giving can be part of your wealth management strategy.

Charitable Giving

A How-To Guide for Charitable Giving: Making the Most of Your Donations

Charitable giving is first and foremost about philanthropy — a desire to put your money to work to advance causes that matter.

December 2018
Charitable Giving

Checklist: Reach Charitable Goals Using Donor-Advised Funds

Donor-advised funds are growing in popularity, and it’s easy to see why.

November 2018
Charitable Giving

3 Tips for Meeting Tax and Philanthropic Goals Through Charitable Remainder Trusts

Combining charitable giving with an ongoing income stream, a charitable remainder trust (CRT) can play an important role in your wealth and estate plan.

October 2018
Charitable Giving

5 Ways to Maximize Tax Benefits for Charitable Gifts

Changes to the standard deduction under the Tax Cuts and Jobs Act (TCJA) of 2017, mean that many individuals will no longer itemize their deductions.

October 2018
Charitable Giving

Local Volunteer Opportunities: A Smart Guide for Retirees

You're retired. Your time is finally yours. You might be considering adding some volunteer efforts to your day now that you have the time to give back.

September 2018
Charitable Giving

B Corps and Benefit Corporations as a Force for Good

A sneak peek at the future of corporate culture can be as jaw dropping and revelatory as that unexpected glimpse at the future of rock ‘n’ roll was to the crowd at that 1950s sock hop.

August 2018