Charitable Giving

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charitable giving

Charitable Giving for the High-Net-Worth Individual

Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, ...

2022 Year-End Planning Tips

In some ways, 2022 was a better year than 2021 or 2020. The pandemic, while still not behind us, is ...

Wealthspire Advisors discussing vesting schedules at a table with devices

5 Planning Steps to Consider Before Year-End 2022

As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to ...

planning opportunities

Planning Strategies to Consider in a Volatile Environment

While the Coronavirus pandemic has brought its share of fear and anxiety, it also brings some favorable financial planning opportunities ...

charitable remainder trust

Charitable Remainder Trusts (CRTs)

What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually the grantor and grantor’s spouse) ...

QCDs

Understanding Qualified Charitable Distributions (QCDs)

Don’t make the loss of a tax deduction your reason for not giving Charitable giving stems from an intrinsic desire ...

QCDs

Developing Charitable Goals with a Personal Mission Statement

Focusing Your Charitable Activities for a Lasting Impact For many wealthy individuals, charitable donations and philanthropic activity serve as meaningful ...

donor advised funds investing

Optimize Your Charitable Giving with Donor Advised Funds

In addition to the personal fulfillment many individuals find by supporting charitable causes special to them, a thoughtfully planned and ...