Tag: Charitable Giving

  • Charitable Giving: Year-End 2022

    Despite a very difficult economy, investors made a significant global philanthropic impact, donating billions of dollars to charitable causes worldwide. However, as we approach the end of the year, the globe is still fraught with difficulties.

  • Tax-smart charitable giving strategies

    This article reviews some of the ways in which you may optimize your charitable giving and get a head start on preparing your taxes for 2019 in light of the new tax legislation.

  • Making the Most of Charitable Donations

    Incorporating philanthropy into your long-term financial planning is not just a noble endeavor; it also presents an opportunity for tax optimization. By crafting and annually revisiting a structured giving plan, you can achieve your philanthropic objectives more effectively while maximizing tax benefits. Here are five strategies I consistently recommend to my clients for more [...]