Posts Tagged
‘charitable donations’

Charitable giving is deeply personal. For individuals, families, dioceses, and faith-based organizations, it often reflects a lifetime of values, priorities, and purpose. But as giving becomes more intentional, it can also become more complex. Managing contributions, tracking receipts, reviewing grant requests, coordinating with advisors, and maintaining long-term charitable plans can require significant time, structure, and [...]

For investors who want to have a positive impact in the community, stock market rallies and year-end bring an opportunity to donate appreciated assets to your favorite charity. In addition to making a difference for the receiving charity, donating such assets provides you with tax benefits. People most frequently donate common stock. If the stock [...]

Did you spend your career socking away money in a Traditional IRA or roll your 401k over into a Traditional IRA after you retired? A Traditional IRA is one of the most common ways that our clients save for retirement. On December 19, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act [...]