Family Philanthropy: Charity Begins at Home
How can you practice philanthropy as a family? The reward, in a family united in doing good, is definitely worth the effort.
Webinar Recording: Get a Head Start on Taxes and Finances
People often avoid handling their finances and taxes until deadlines loom. However, that often means missing out on advantages proper tax planning could provide. This webinar covers best practices for keeping financial records, maximizing deductions, and making sure you put yourself in the optimal position for tax filing. Carly Chohon, CPA, presents. She is experienced […]
Webinar Recording: Charitable Giving 101
Every year, Americans give over four hundred billion dollars to charity. People want to be generous, yet managing charitable giving can sometimes be a challenge. This webinar will address charting a philanthropic course, common charitable vehicles, and the pros and cons of starting your own charitable foundation. Josh Stamer, the speaker for this webinar, assists […]
How to Choose Charities to Support
The end of the year is a popular time for giving. Not only is it a major holiday season for many people, but it’s also the last chance to add some tax deductions to next year’s return. But there are millions of charities out there covering thousands of good causes. How do you choose who […]
Want to Invest More Conscientiously? Try Impact Investing
Impact investing is simply investing with a mind to the ethical consequences of your investments.
Donor Advised Funds
A donor-advised fund (DAF) is a private fund created to manage charitable donations on behalf of an individual or another organization.
Microlending: Investment or Charity?
Money now is much more valuable than money in the future. Enter microlending: tiny loans to help those who need it most.
Charitable Trusts
Charitable trusts allow you to donate to good causes while also offering you a tax break, but they aren’t endeavors to take on lightly.
Charitable Deductions
Donating to charity is part of being a socially conscious business. And if you do, you can get benefits on your taxes!
Charitable Giving
If you’re interested in making more of a difference this year, it may be time to talk to a financial advisor about how you’re donating.