Blog & Articles

Giving to Help Ukraine—the Smart Way

With the unfolding tragedy in Ukraine, many Americans feel the urge to help. It’s probably no surprise, then, that we are seeing an...

Feeling Philanthropic? A Charitable Planning Primer

Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good...

Doing Good and Doing Well: QCDs and Charitable Giving

When the 2017 Tax Cuts and Jobs Act raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for singles), and lowered...

Donor-Advised Funds for Charitable Giving: Take Another Look

With the expansion of the standard personal deduction and the related reduction in applicability of other itemized deductions from the...

Charitable Giving, the Tax-Wise Way

Americans—especially the affluent—are some of the most charitable people in the world*. Chances are, you use some of your wealth to...

The Power of Charitable Remainder Trusts: Do well by doing good

A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about...

Five Reasons to Make Philanthropy a Family Affair

Getting your family involved in charitable giving can create a powerful legacy A growing number of successful people have a strong urge...