by Lauren | Jan 17, 2022 | Charitable Planning, Planning Process, Tax Planning
Angel and Bob are in their early 70s and find deep fulfillment through philanthropy. They’ve been donating cash to their favorite charities. Their mortgage is paid off, Angel sold her business, and neither of them are working full-time. They typically withdraw money... 
by Lauren | Aug 5, 2020 | Business Owners, Charitable Planning, Investing, Tax Planning
Many people are interested in donating to causes that matter to them right now. If you are donating a significant amount to a charity you may want to consider donating appreciated stock, mutual funds, or ETFs instead of cash. Why gift away your capital gain? Unlike... 
by Lauren | Jul 24, 2018 | Charitable Planning
Do you want to leave the world a better place? There are many great ways to leave a lasting impact on our world. These range from daily decisions we make to live more sustainably, to more complicated decisions around how we want to structure our charitable giving and...