Hannah Boundy, CFA®, CFP®
A Feel-Good Article About Generosity
The sustaining impact of generosity and how doing good is good for us.
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Hannah Boundy, CFA®, CFP®
- Aug 10, 2022
- 5 min
Making 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.
51 views
Hannah Boundy, CFA®, CFP®
- Jun 8, 2022
- 4 min
Three 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.
49 views
Michael Davis, CPA
- Dec 20, 2021
- 4 min
Tax Efficient Gifting - How to Give More and Pay Less
When planning your legacy, you have three buckets in which your wealth can end up: taxes, family, and charity. Here’s how to minimize taxes.
56 views
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