Philanthropy and charitable giving

Financial planning

Tax-smart giving: Qualified charitable distributions & gifting stock

Qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.

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Consider an endowed scholarship in your charitable giving

A scholarship endowment can help educate others, bring you a sense of satisfaction and leave a mark on future generations.

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Strategic philanthropy:
3 steps to creating a giving plan

Meaningful giving starts with a purposeful plan.

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How do private foundations and donor advised funds compare?

Determining which of these powerful giving vehicles to use depends on what you’d like to achieve.

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Tax deductions on charitable donations

There are many ways to “share the wealth,” but careful planning can make a difference.

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