How You Can Leave Your Legacy Through Planned Philanthropy

2022-12-01T21:16:59+00:00December 15, 2022|Blog, Charitable Giving|

Philanthropy is so much more than a charitable donation. By being philanthropic, you join an altruistic effort to better the world around you.  If giving aligns with your personal values, have you considered how you can incorporate the same goal into your financial plan?  We’ve compiled information to help you understand the value of planned philanthropy and how it can help you increase the impact of your giving and create a stronger legacy. What is [...]

5 Creative Ways to Avoid the Gift Tax (Including Paying for College)

2021-12-03T19:26:10+00:00December 15, 2021|Blog, Charitable Giving, College Planning, Taxes|

We’ve officially entered perhaps the highest spending month of the year! In fact, Christmas celebrations are expected to cost 17% more this year when compared to 2019 (you can thank COVID-19 and inflation for that lump of coal).  Despite being “the happiest time of the year,” gifters should beware of another type of Grinch, the gift tax. Giving to others doesn’t have to result in paying extra for your generosity, but how do you give [...]

How To Make Charitable Giving a Family Tradition (And Why It’ll Bring You Closer)

2021-12-03T19:12:24+00:00November 15, 2021|Charitable Giving|

Traditions are a cornerstone of a family’s values. Not only do they act as a window into your family’s priorities, but also directly influence a child’s perspective growing up. A beautiful tradition to begin or nurture as a family is charitable giving.  Charitable giving comes in many colors, and there are several ways to give of your time, talents, and resources to causes you care about. Whether you donate canned foods to a food [...]

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