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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

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.

October 2018

Charitable Giving

Meaningful philanthropy is an important part of your wealth management strategy. As you integrate charitable giving into your plan, explore our insights on giving for maximum benefits to you and the causes you care about.

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

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.

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

Living and Leaving your Legacy

When most people think about leaving a legacy, they mean leaving financial assets to their children and grandchildren, their favorite charities, and other heirs.

October 2018