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Menu
About
About Total Wealth Planning
Our Team
History
Virtual Tour
Careers
Reviews/Awards
Credentials
Disclosures
Services
Financial Planning
College Planning
Insurance Planning
Philanthropy
Tax Planning
Estate Planning
Investment Management
Business Planning
Retirement Planning
Virtual Services
Who We Serve
Corporate Executives
Family
Pre-Retirees / Retirees
Business Owners
Emerging Affluent
Resources
Economic & Investment Outlook
Total Wealth Plan
Blog & News
Calculators
Video Library
5 Reasons
Fiduciary Duty
10 Questions
Secure File Upload
FAQ
Contact
Schedule Introductory Conversation
Call or Text 513-984-6696
Call or Text 317-877-8000
4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
11495 N Pennsylvania St, Suite 235 Carmel, IN 46032
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Category: Charitable Planning
Making a Difference Through Volunteering: Volunteering Match Making Platforms
October 29, 2024
Helping clients find the right volunteering opportunities with several match making platforms or to engage locally to make a difference.
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Donor Advised Fund. What Is It and How Does It Work?
November 23, 2022
A donor-advised fund provides an easy way for a donor to make significant charitable gifts over a long period of time. A donor-advised fund is ...
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Charitable Gifts from your IRA
February 9, 2021
How does it work? A qualified charitable donation (QCD) is money that individuals who are 70 1/2 or older direct from their traditional IRA to ...
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The Health Benefits of Giving Back
November 17, 2020
In recent years, I have found great purpose in giving back to a host of organizations that support, nurture and keep afloat other families in ...
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Charitable giving under the new tax law
October 18, 2018
Many people believe that charitable giving is just giving money to charitable causes and counting the deduction on your tax return. That’s no longer the ...
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