Consult your attorney and a professional charitable giving expert to learn about these ... consider this long-term strategy. How you grow up shapes you financially. That can make things tricky ...

You can also consider the bunching strategy where you move several years’ worth of charitable giving to one tax year. In this case, you may not donate anything in the preceding years.

Find out how donor-advised funds (DAFs) offer flexibility in charitable giving, tax advantages and investment growth, making ...

When you’ve saved for the past 30 or 40 years, you get to the point where you may have enough money for retirement. The conversation is no longer about running out of money; instead, the ...

To help, here are some tips; There are many benefits to charitable giving, including the potential tax deduction. It is important to note, however, that not all donations qualify. As such ...

Explore strategies for charitable giving in retirement, including tax-smart techniques and estate planning considerations.

DAFgiving360™ is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with ...

Expert insights on maximizing tax benefits and philanthropic impact through donor-advised funds, featuring financial adviser ...

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

to use for charitable giving. However, the selection of the giving vehicle should follow the family’s philanthropic strategy, not precede it. It’s a tool to help them achieve their strategy.

MILWAUKEE (CBS 58) -- As the holiday season approaches, financial experts are offering strategies to help individuals maximize their charitable ... third of all annual giving occurs in December ...

These four strategies can help you reduce your taxes while supporting your favorite charities. Rather than giving cash to a charity – either by writing a check or making a contribution with your ...