Charitable Planning

Charitable Giving and Your Financial Plan

Making the world a better place through donations is possible when you focus on thoughtful giving strategies. By researching organizations and initiatives to understand their missions, you can ensure that funding goes where it’s most needed – creating more positive impacts for those facing complex life challenges. Reach out if you’re looking for help maximizing the benefits of your philanthropic efforts; we’d be honored to assist!

More Ways to Save

Tips for Getting the Most Benefit from a 529 Plan

Giving to charity is one of the most rewarding ways to utilize your wealth, but some ways to provide may align with your personal and financial goals better than others. Use this guide to learn about the most common giving strategies and see which method might work best for you.

How to Protect Yourself When Giving to Charity

Donating to causes you care about is a great way to have a positive impact on the world, but it’s important to do your due diligence before giving. See steps you can take to protect yourself while helping others.

Education Savings Vehicles

Food bank nonprofits that collect and distribute food to hunger relief organizations have played an essential role in the distribution of emergency food relief throughout the United States for more than 50 years.

They have been more visible than ever during the pandemic, with many organizing large drive-through pantries, where people line up in vehicles to receive food boxes from mask-clad staff and volunteers.

The CRT at a Glance

Some individuals may be reluctant to transfer highly appreciated property to a charitable remainder trust (CRT)because they would rather see their children be the ultimate recipients of the property. However, assigning property to a CRT doesn’t necessarily mean your children will not have the opportunity also to benefit.