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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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Charitable Giving Thrives During the Pandemic

Nov 9, 2021

The numbers are in and charitable giving increased during 2020. This article examines some of the giving trends.

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Lining Up Year-End Charitable Options

Nov 2, 2021

As we close in on year-end charitable giving, this article provides a superb summary of options and considerations.

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No Good Deed Goes Unpunished

Mar 17, 2021

For those interested in establishing a private family foundation, here is an excellent overview of some of the potential traps for the unwary.

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