charitable giving
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Family philanthropy offers a unique opportunity to strengthen bonds, instill shared values, and create a lasting legacy of giving. When done thoughtfully, it can amplify the positive impact a family has on society and future…
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By Mike Vredenburgh CFP®, AIF®, ChFC® – Senior Advisor This is the second and final part of my blog series (Part One HERE) focusing on charitable giving. Specifically, completing charitable gifts using tax-efficient strategies such…
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Hello everyone, and welcome to this month’s Ask the CFP® segment. This month’s question is, “How do I maximize the tax benefits of charitable gifts?” If you’re charitably inclined, you’re already doing a wonderful thing…
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By Mike Vredenburgh In this blog series, I am going to focus on charitable giving. Specifically, how to discover meaningful philanthropy and then financial strategies to carry out charitable giving. The first part of…