Charity
Latest
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5 Ways to Level Up Your Charitable Giving in 2023
Philanthropic experts from Foundation Source offer tips on how to set yourself up for an impactful year of giving.
By Hannah Shaw Grove Published
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5 Tax-Smart Charitable Giving Strategies for Retirees
There’s still time this year to do well by doing good, and there are still tax advantages to be had in charitable donations by retirees. Act soon, though!
By Steve Parrish, J.D., RICP® Published
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5 Trends in High-Net-Worth Philanthropy
Wealthy families and organizations are giving more to charity but also targeting funding to fewer grants in their efforts to create bigger impacts.
By Hannah Shaw Grove Published
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6 Ways a DAF Can Make Your Year-End Giving Better Than Ever
Giving appreciated assets instead of cash could be the most tax-smart move you can make with a donor-advised fund, but wait, there's more…
By Stephen Kump Published
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Volunteering and Donating Can Deliver Feel-Good and Tax Benefits
Giving to others – whether it’s our time, our financial resources or both – can confer a multitude of benefits.
By Vincent Birardi, CFP®, AIF®, MBA Published
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Considering Donating to Charity? Here’s a Road Map to Steer Your Choices
Getting started can be challenging, but never fear, we provide key questions to ask to help make your philanthropy more rewarding.
By Catherine Crystal Foster Published
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The Six Best Ways to Give to Charity (And Cut Your Tax Bill)
Giving your money to charity doesn’t have to be a totally selfless act. It can also be a way to keep the tax collector’s hands out of your pocket or away from your heirs.
By David Rodeck Published
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Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
Charity A qualified charitable distribution, or QCD, might be the answer for you – but watch those rules.
By Charles Rawl, CFP®, RICP® Published
Charity -
5 Ways Charitable Giving Can Star in Your Financial Strategy
personal finance Helping others is great, and helping yourself is always good as well, so why not do both at the same time? Integrate these five strategies into your financial plan, and you can.
By Matt Landon, Financial Advisor, CFP® Published
personal finance