Charitable Giving

Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather

Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather

Americans usually give to charity for two main reasons: to support a cause or organization they care about or to leave a legacy through their support.

Aspects of your financial life to review as the year draws to a close.

Thinking about donating? Think of these choices.

Improving the lives of others, gaining tax-benefits and leaving a legacy; learn the benefits of giving back.

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.

What do you want your money to accomplish and what would you like your legacy to be?