top of page


Insights
Search


Donating Stock to Charity—Both You and the World Benefit
We all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.
Guest Contributor
Jun 14, 20232 min read
21 views


Making an Impact with Your Donor-Advised-Fund
A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.
Hannah Boundy, CFA®, CFP®
Aug 10, 20225 min read
55 views


Three Tax Shortfalls That Could Impact Your Living Legacy
When it comes to executing your living legacy, here are three potential tax mistakes that could set you back.Â
Hannah Boundy, CFA®, CFP®
Jun 8, 20224 min read
52 views


Tax Efficient Gifting - How to Give More and Pay Less
When planning your legacy, you have three buckets in which your wealth can end up: taxes, family, and charity. Here’s how to minimize taxes.
Michael Davis, CPA
Dec 20, 20214 min read
61 views
bottom of page