Tag: charitable giving

Charitable Gifting 3 Ways

Written by Zachary Morris, CFP® on June 12, 2025.

Discover strategic charitable giving strategies that can help you support meaningful causes while aligning with your long-term financial plan.

If you’re charitably minded, you may want to consider how you give, not just how much. Some charitable giving strategies can be more tax-efficient and align better with your financial goals, especially during retirement. In this article, we’ll discuss three ways to approach charitable gifting that you may not have heard of, and which may offer more benefits than simply giving cash. They are gifting stock to charity, gifting your required minimum distribution to charity, and utilizing a charitable gift fund. Keep reading to learn more.

Save on Taxes by Gifting Money Strategically!

Written by Zachary Morris, CFP® on December 1, 2024.

In this video, I’ll explain simple steps for transferring wealth to the next generation without the need for complex estate planning. By planning strategically, you can use these straightforward strategies to lower your taxable estate and allow your loved ones to benefit from your assets now, sharing in that impact while you’re still here. Effective wealth transfer is more than just inheritance—it’s about building a legacy that supports your family in meaningful ways during your lifetime.

Get the MOST Out of Your Charity Donations with These 3 Simple Strategies

Written by Zachary Morris, CFP® on November 12, 2024.

In this video, I’ll break down three powerful methods to give to charity that can maximize both your impact and potential tax benefits. From gifting stock and utilizing required minimum distributions (RMDs) to setting up a charitable gift fund, each approach has unique advantages that can make your contributions go further. Charitable giving isn’t just about financial generosity—it’s a strategic part of your financial plan that helps the causes you care about while benefiting your financial picture.

Giving Back: How Charitable Gift Planning Can Make a Difference

Written by Jeff Diamond on October 30, 2024.

Discover how charitable gift planning can help you make a meaningful impact this holiday season by aligning your philanthropy with your financial strategy.

As the holiday season approaches, many families reflect on ways to give back and support meaningful causes. This time of gratitude and connection offers a special opportunity to consider charitable gift planning. Thoughtful giving can help donors support impactful organizations in ways that align with both their financial goals and personal values. From tax-efficient strategies to legacy-building, charitable planning offers diverse ways to make a difference in the lives of others and within your own financial journey.

Year-End Charitable Giving: 5 Strategies to Know

Written by Jeff Diamond on November 6, 2023.

Year-end charitable giving could be a great way to reduce your tax liability while making a difference in others’ lives.

Support Your Favorite Charities While Potentially Reaping Tax Benefits

Taxes are an unfortunate fact of life. However, if you develop a strategy to reduce your total taxable income, you may see a marked decrease in the amount you owe each year – which can be a welcome outcome as we approach the holiday season and begin spending more on gifts, travel, and entertaining. If you’re hoping to reduce your taxable income this year, you might be happy to hear that you can enjoy possible tax benefits while also making a positive difference in other people’s lives. To do so, you need to select the right year-end charitable giving strategy. Read on for five such strategies that may fit your needs, both from a philanthropic standpoint and as smart tax planning.

5 Ways Charitable Giving Could Be Good for You

Written by Zachary Morris, CFP® on July 10, 2023.

Explore the possible transformative benefits of charitable giving for personal growth, well-being, and meaningful connections.

Discover the Power of Philanthropy

In a world that often seems consumed by self-interest, charitable giving is a beacon of hope that shines bright. While it may appear that the primary beneficiaries of charitable acts are those in need, the truth is that the act of giving itself can bring profound benefits to the giver – and we’re not just talking about tax advantages. Engaging in acts of charity goes beyond the simple act of writing a check or making a donation; it has the power to transform our lives. Here are five ways charitable giving could be good for you, reminding us that compassion has the ability to enrich our own well-being.