Posts Tagged: Charitable Giving

The Tax Benefits of Charitable Giving

There are many ways to support the causes we care about most, beyond simply giving our wealth. Learn about tax benefits and strategies to make the most of your philanthropy. more >

Choosing the Best Way to Give

When you’re ready to start a long-term giving program, choosing the right philanthropic vehicle can feel challenging. Here’s how a family office team can walk you through the steps to leaving an impactful legacy. more >

6 Steps to Leaving an Impactful Legacy

After defining your legacy, how do you go about making it real? Greg Fasig follows up his previous article with actionable steps to give your time and money in ways that last generations. more >

3 Questions to Define Your Legacy

Leaving a legacy is about more than just giving money. It’s about the influence you have on others. We all leave a legacy to some extent. Find out how to clearly define your legacy so that you can have a lasting, beneficial impact. more >

The Key to Giving Illiquid Stock

Donating illiquid stock and other assets is a great way to support your favorite charities and save taxes. But it’s more complicated than giving public securities. Wealth managers Helen A. Dietz and Cliff Loh explain why a team approach is the best way to go about it. more >