Category: Charitable Giving

Giving

A Giving Heart & A Skeptical Mind

A Giving Heart + Skeptical Mind = I Don’t Give It seems the more we are blessed with in life, the more we want to give back. But we have found that some people just don’t—not because they are “Scrooges” with a cold heart. If fact, some of them have the biggest hearts imaginable.  Their…
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December 14, 2022 0
Giving

The Gift That Gives…In More Ways Than One

It is that time of year – Christmas! Maybe it’s due to watching Scrooge or The Grinch for the umpteenth time, but it seems we are all inspired to give back during the holidays even in the smallest way. Here are a few ideas to give to your favorite causes and have Uncle Sam help…
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December 21, 2021 0
2022

Year-End Decisions

Wow! 2021 has been a whirlwind… sometimes literally in paper. It seems we have had a new proposal almost every day from lawmakers. Social Security alone has been addressed in 10 different bills this year. And taxes? Keeping up with introduced or impending changes is a full-time job. The good news is that we are…
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December 6, 2021 0
Giving

A New Season of Gift Giving

We won’t break out in song, but this is something to celebrate in 2020. Charitable gifting – in many cases – is providing the planning opportunity of a lifetime! Are you aware that you may deduct up to 100% of your Adjusted Gross Income by way of making charitable gifts in cash this year? If…
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November 30, 2020 0
Heart

The Gift of Giving

For most, the holidays represent a season of giving. Although giving to family and friends occupies most of our attention, charitable giving also plays a significant role at this time of year. From a tax and financial planning perspective, incorporating charitable giving into one’s year end activities can make a lot of fiscal sense. As…
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December 18, 2019 0
To-Do

Your Year-End To-Do List

Wow! Where has 2019 gone? There are only two months left—the busiest two months of the year with the holidays in full swing. The funny thing is that most people try to cram everything they intended to do all year into this hectic, compact time-frame.  I guess the old adage is true—done beats perfect every…
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November 6, 2019 0

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