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As the season of giving approaches, now is a good time to revisit your charitable giving strategy. Whether you're considering a one-time gift or building philanthropy into your long-term financial plan, our checklist can help you think through the key decisions involved.
Charitable giving can go beyond writing a check. Phoenix Hafen of UI Charitable explains how donors can use Bitcoin, appreciated securities, private business interests and other assets to give more tax-efficiently — and how DAFs can help separate the timing of tax deductions from charitable giving.
Make your giving more impactful. This guide explains how to weave philanthropy into your financial plan through strategic vehicles, tax-efficient methods, and intentional family involvement.
Are you maximizing your charitable impact? Donor-advised funds allow tax-free growth and easy grantmaking, while private foundations provide full control and the chance to engage in direct programs. Find out here which vehicle fits your goals and legacy plans.
The pandemic brought out the good in many people in 2020. Giving in America broke records. Here's how to pay-it-forward without breaking your budget.
Want to get involved in charitable giving but not sure where to start? In a snippet from episode 64 of The Agent of Wealth podcast, philanthropic advisor Kris Putnam-Walkerly offers advice for balancing interest with action.
In a snippet from episode 64 of The Agent of Wealth podcast, philanthropic advisor Kris Putnam-Walkerly explains the philanthropic trend of donor advised funds.
Discover how to transform your charitable giving to catapult your impact.
