In this recorded webinar, our financial advisors discuss several strategic ways to make a difference all year ‘round through charitable gifting. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.

While nearly one-third of annual giving occurs in December, smart donors are finding strategic ways to make a difference all year ‘round. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.

If you’re aged 70 ½ or older, you can consider a “charitable IRA rollover,” or qualified charitable distribution (QCD). Donating this way not only helps a worthy cause; it can also help you save on your taxes.

In addition to benefiting charities, donations can also be helpful to the giver, if you know the rules about taxation. Here are some answers to frequently asked questions about charitable gifting.

In this recorded webinar, hear from our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.

The last two years of COVID have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic consequences. Keep these considerations in mind before writing a check.

In this on-demand webinar, you’ll learn five tax-smart strategies to make the most out of your charitable giving.

It’s the season of giving and there is still time to take advantage of possible tax breaks in 2020. Financial advisor Justin Smith discusses several charitable giving options in his blog post.

Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.

For those over age 70½, a qualified charitable distribution can be a great way to make a charitable donation in a tax-efficient manner.