16
November 2022
09
February 2022
A Charitable Planning Primer – Harvesting Prosperity
This Harvesting Prosperity is a wonderful guide to understanding how to include charitable planning. This article was originally written and shared with us by the VFO Inner Circle, a global financial concierge group.
02
December 2021
Giving Thanks: How to Maximize your Charitable Intentions & Enhance Your Wealth. Plant. Harvest. Prosper. – Episode 3
Episode 3 “Podcast, Plant. Harvest. Prosper.” looks at charitable intentions supported by sound financial practices to position you for tax savings.
19
July 2021
Video Guide: Tax-Advantaged Strategic Charitable Giving – 3 Key Tips
Strategic charitable giving starts with understanding exactly what options you have when it comes to contributing to causes & organizations in a tax-advantaged way. Find out why direct cash donations aren't the smartest way you can give.
03
May 2019
The Power of Charitable Remainder Trusts
In our newsletter, The Power of Charitable Remainder Trusts, we will examine one method that many philanthropists use: charitable remainder trusts (CRTs).
20
December 2017
5 Reasons to Make Philanthropy a Family Affair
Family philanthropy is a joyful way to both share the benefits of your wealth, and teach your children principles of generosity and caring.