ways to charitably gift from simple to complex

Tax-Efficient Giving: Unlocking Smart Philanthropy

In a world where every act of kindness can make a difference, tax-efficient giving can empower you to support causes you care about while optimizing tax benefits. As a Certified Financial Planner™ professional and a Certified Tax Specialist™ with over a decade of experience, I’m here to guide you through the art of giving wisely.…

What is a Qualified Charitable Distribution (QCD)?

Last month, we discussed creating your philanthropic philosophy – a personal, repeatable framework to guide charitable giving. This month, we’ll cover the Qualified Charitable Distribution (QCD). This gifting strategy ensures that you apply your philanthropic philosophy in the most tax-efficient way. If you want to sit back and watch me walk through this, along with…

Create Your Philanthropic Philosophy

You can consider this blog/vlog entry a mini-workshop for those of you looking for a framework to help guide your philanthropic intentions. I have had several client families in the same predicament: they’ve saved diligently, and through our work together, we ensure that their nest egg will support them to and through retirement. They have…