Looking for a Unique Graduation Gift? What’s hot when it comes to gifts for the graduate? You guessed it. Once again, the ever-popular, flexible, and tax-effective Donor Advised Fund carries the day. More and more parents and grandparents across the country are giving...
Whether it’s January, May, or September, it’s always a good time to check in on your budget. So how do you factor in your charitable giving? To get started, consider planning your social impact budget around three points—amount, timing, and category. How...
Ways to Give Strategically As part of the CARES Act, Congress expanded the opportunity to claim deductions for charitable giving in 2021, but those special rules don’t apply to the 2022 tax year. However, there are still a variety of ways to maximize the tax benefits...
