Charitable Giving

Turbo Charging Your Charitable Giving

Year end is the time many people focus on charitable giving, probably partly due to tax planning, but also as a reflection of the gratitude during the Season of Giving. Two ideas I like to share with clients, if appropriate, are the concept of a donor-advised fund and the Qualified Direct Charitable Rollover from a retirement account. […]

‘Tis the Season of Giving

The holiday season tends to be a season when we feel more charitable towards our fellow human beings. It is also a great time of year to teach young children about giving back. Opportunities abound to drive this lesson home. […]