Guest ContributorJun 14, 20232 min readDonating Stock to Charity—Both You and the World BenefitWe all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.
Hannah Boundy, CFA®, CFP®Aug 10, 20225 min readMaking an Impact with Your Donor-Advised-Fund A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.
Hannah Boundy, CFA®, CFP®Jun 8, 20224 min readThree Tax Shortfalls That Could Impact Your Living Legacy When it comes to executing your living legacy, here are three potential tax mistakes that could set you back.
Michael Davis, CPADec 20, 20214 min readTax Efficient Gifting - How to Give More and Pay LessWhen planning your legacy, you have three buckets in which your wealth can end up: taxes, family, and charity. Here’s how to minimize taxes.