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Category: Charitable Planning

Making a Difference Through Volunteering: Volunteering Match Making Platforms

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?

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

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

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

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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