Checklist: Reach Charitable Goals Using Donor-Advised Funds
Donor-advised funds are growing in popularity, and it’s easy to see why.
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.
Qualified Charitable Distributions: A New Strategic Approach
A Qualified Charitable Distribution (QCD) is a transfer of funds from an Individual Retirement Account (IRA), made payable to a charitable organization.