by Credent Wealth Management | Dec 3, 2024
Giving back may seem driven by sentimentality, but for purpose-driven and generosity-minded people, it can also be serious, strategic, and systematic. At Credent, we believe giving back is a significant part of a financial plan. At the time of this article’s release...
by Credent Wealth Management | May 28, 2024
As a parent, grandparent, aunt, uncle, or friend, you’re eager to see the young people in your life succeed, and you do what you can to foster that success. One way to give back is through a 529 plan, which helps fund a beneficiary’s educational endeavors. If...
by Credent Wealth Management | Nov 28, 2023
Once you have provided for your own personal expenses and retirement, it may be time to consider how your money could benefit others. Giving away some of your money is a great way to support the people and organizations you love, but choosing the right strategy is...
by Credent Wealth Management | Nov 14, 2023
Making it Easy to Make a Difference Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs). DAFs date from the 1930s but did not become popular...
by Credent Wealth Management | Nov 13, 2023
In unpredictable economic times, many donors may be wary of making large donations of cash, even to charities they would otherwise like to support. Nonprofits are, therefore, increasingly encouraging donors to make gifts of non-liquid assets, including real estate....
by Credent Wealth Management | Oct 31, 2023
Doing so is a powerful tax strategy to optimize your charitable giving. For investors seeking to support charitable causes while maximizing their tax benefits, donating stock instead of cash can provide significant advantages. By contributing appreciated securities to...
