Planned Charitable Giving
Planned giving can maximize the personal, financial and tax benefits of your gifts. Read all about it in this week’s Financial Tip.
Planned giving can maximize the personal, financial and tax benefits of your gifts. Read all about it in this week’s Financial Tip.
Our experts discuss the difference between a donor-advised fund and a family foundation for families who want to establish a legacy of charitable giving.
If you itemize deductions on your income tax return, you can generally deduct your gifts to qualified charities. Learn more in this Tax Tip.
Charitable donations can reduce your tax liability. However, if you donate appreciated stocks, you can also avoid capital gains taxes.
Did you know you can use life insurance for special planning strategies such as charitable giving or business continuity? Learn more in this Insurance Tip.
Feeling generous? Gifting money or property? Read our eight tips to determine if your gift is taxable in this week’s Tax Tip.
Placing a bill or two in your church’s collection plate? Better get a receipt if you want a tax deduction. Learn more in this Tax Tip.
Giving to charity this holiday season? Ensure your generosity goes far by checking out your charity first. We explain in this Marietta Daily Journal blog post.
Love giving to your favorite charity? Consider making them the beneficiary of your life insurance policy. Learn more in this Insurance tip.
Charitable giving can be enhanced using income tax deductions. Consider including it as part of year-end tax planning. Learn more in this Tax Tip.