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
Overview For many affluent individuals, occasional gifts to a favorite charity may satisfy their charitable inclinations. The added incentive of an often substantial tax deduction, coupled with various estate planning benefits, is sometimes the driving force behind...
by Credent Wealth Management | Nov 13, 2023
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries. The following glossary provides a brief description of various types of trusts. Because trusts are complex, it is...
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....
