Articles

Tax Day is behind us! What better time to start planning for next year’s taxes? Charitable gifts help others, but they also have important benefits for you. Many gift options offer the opportunity to claim a charitable income tax deduction. To do so, you’ll need the proper gift substantiation to satisfy IRS requirements. Charitable Gift…

The ritual of spring cleaning goes far deeper than dusting and vacuuming. It often includes taking stock of what we have, rethinking our needs and goals, and giving things away. Whether you are “spring cleaning” your home or your finances, there may be an opportunity to make a personal gift—one that has special meaning for…

Anyone who wishes to make a charitable impact today has an incredible number of tools at their disposal. However, no giving option is experiencing a surge in popularity equal to the donor-advised fund (DAF). DAFs have increased massively in the past few years, with donations to donor-advised funds more than doubling from 2020 to 2022.…