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Building a Legacy

Oct 24, 2023

Is a Donor Advised Fund right for you?

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Alphabet Soup: Exploring QCDs from IRAs

Jul 25, 2023

Qualified charitable distributions from IRAs provide a good opportunity for charitable giving.

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Exploring DAFs

Mar 14, 2023

Unsure about Donor Advised Funds? This article provides a good overview.

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Charitable Giving is a Family Affair

Nov 15, 2022

Struggling with incorporating philanthropy into your family’s financial structure? This article provides some good starting points.

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Doing Good In Difficult Times

Oct 24, 2022

Charitable giving is tricky when the market is down. This article provides some solid ideas for year-end philanthropy.

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Taxwise Giving

May 10, 2022

Qualified Charitable Distributions from IRAs are gaining in popularity.  This article provides an excellent overview.

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