Get More from Your Giving
Making a meaningful impact isn’t always about giving more. Often, it’s about giving differently. While cash gifts are valuable, taking a few minutes to explore other assets and giving strategies may allow you to accomplish even more than you might expect. Thoughtful planning can provide tax benefits, preserve cash flow, and even create a lasting…
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Your IRA: A Versatile Giving Tool
Your IRA has two different functions — saving and giving. If you are age 70½ or older, you might consider shifting from tax-advantaged retirement savings to easy, strategic philanthropy. Giving away retirement savings may feel counterintuitive, but these tax-deferred assets are heavily taxed when received by heirs and not taxed at all when received by…
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