Latest
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Five Pitfalls That Can Trip Up Your Family's Charitable Giving
It's easy to make mistakes with something as complex as charitable giving. Knowing what to watch for can help a family keep their philanthropy on track.
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Five Ways to Approach Impact Investing
Impact investing goes beyond your usual checkbook charity by focusing on measurable social and environmental impact as well as a financial return.
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How High Interest Rates Enhance a Type of Charitable Trust
Before interest rates are cut, potential donors might want to consider a CRAT, which optimizes benefits for both the donor and the charity when rates are higher.
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The Secret to Supercharging Your Charitable Giving: Low Fees
What are you paying in investment and administrative fees? The less you pay, the more your money grows, and so does the impact your giving makes.
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If You're the Millionaire Next Door, You May Be a Terrible Spender
Good job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
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How to Give to Charity and Also Generate Retirement Income
Two ways to give to charity — a charitable gift annuity and a charitable remainder trust — can save you taxes and generate income.
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Developing a Charitable Giving Strategy: Where to Begin
Knowing what to give, how to give and where to give can help ensure your charitable giving aligns with your values and maximizes your impact.
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How to Donate Your Life Insurance Policy to Charity
Donating an unneeded life insurance policy to charity can extend your charitable legacy. To maximize that gift, consider methods that may reduce your tax burden.
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Benefits of Charitable Contributions You May Be Overlooking
There are many tax, estate and income benefits when you donate to charity, especially if you make use of a charitable remainder trust (CRT).
