Charitable Giving
Make a difference. Leave your mark.
Providing financial support to organizations and causes that are meaningful to you can bring a great deal of satisfaction into your life, and you’ll want to make sure you’re donating your money in a way that will provide the highest impact today and in the future. By making charitable giving one part of your overall financial plan, our advisors can help you contribute in the most effective way for both you and the charity.
Our expert advisors can help you:
Maximize your donations.
Make your donations as tax-efficient as possible.
Create and implement a plan for legacy donations to chosen charities.
Learn more about charitable giving and how you can make the largest impact:
How to Use a 529 Plan: 5 First Steps, 2 Tips, and 9 FAQs
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...
The Pros and Cons of Charitable Giving Strategies
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...
Examining Donor-Advised Funds
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...