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Tag: Charitable Planning

April 29, 2021

Tax Smart Philanthropy [On-Demand Webinar]

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

December 16, 2020
Special 2020 $300 Deduction

Supporting Nonprofits in 2020

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.

Cents of Self
November 24, 2020
Gifting Money to Family

What You Need to Know Before Gifting Money to Family

As the pandemic continues, more retirees may feel compelled to help family members who find themselves in a difficult financial situation this year. Before you write a check, take a moment to think about four important considerations.

Savant Views & News
October 22, 2020
Get Your Financial House in Order

Estate Planning in the New Normal | On-Demand Video

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

April 1, 2019
Keyboard with Donate Button

Benefits and Considerations of Donating to Charity Using IRA Qualified Charitable Distributions

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