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Blog

A Charitable Solution for Low Return on Your Investments
Posted July 2017

Investors find themselves engulfed in an economic climate that features historically low interest rates on fixed income investments.

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IRA Rollover Can Reduce Tax on Social Security Benefits
Posted June 2017

Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits ...

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Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
Posted May 2017

One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts.

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How Much of a Deduction Will Your Charitable Gift Generate? You Choose!
Posted April 2017

One of the most attractive benefits derived from charitable planning is the charitable deduction, which reduces the out-of-pocket cost of your generosity.

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