Yvonne Darby
A Legacy of Generosity
Why giving matters and how to include your family in your charitable legacy.
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Guest Contributor
Jun 14, 20232 min read
Donating Stock to Charity—Both You and the World Benefit
We all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.
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Hannah Boundy, CFA®, CFP®
Apr 17, 20233 min read
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, 20225 min read
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.
55 views
Hannah Boundy, CFA®, CFP®
Jun 8, 20224 min read
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.
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Michael Davis, CPA
Dec 20, 20214 min read
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.
61 views
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