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Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
Posted May 2017

One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts.

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How Much of a Deduction Will Your Charitable Gift Generate? You Choose!
Posted April 2017

One of the most attractive benefits derived from charitable planning is the charitable deduction, which reduces the out-of-pocket cost of your generosity.

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A Charitable Solution to an Unwelcome Surprise
Posted March 2017

You come home in early evening, open the front door, and you are met by fifty people singing “Happy Birthday” as lights flash from their cameras. This is a pleasant surprise...

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Double Duty: A Gift to Charity and to Family
Posted February 2017

If you are like most people, deciding what to do with your assets is one of the most important decisions you face.

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