Philanthropy and charitable giving

Financial planning

Advanced charitable giving strategies

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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How to help your teens discover their philanthropic passions

One way to share your values with your children and teens is by encouraging them to actively participate in charitable giving.

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Consider an endowed scholarship as part of 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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Private foundations vs. donor-advised funds

How you direct your charitable giving is determined by 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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