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...
