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Financial Resources & Insights

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Year-End Charitable Giving 2019

When making charitable gifts at the end of a year, you should consider them as part of your year-end tax planning. Typically, you have a certain amount of control over the timing of income and expenses. You generally want to time your recognition of income so that it will be taxed at the lowest rate possible, and time your deductible expenses so they can be claimed in years when you are in a higher tax bracket.

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Donor Advised Funds: A Strategy for Giving

Charitable gift planning has increased in importance due to the current tax landscape.  Donor Advised Funds are one of several strategies you can work with your advisor to explore and create opportunities for increasing effectiveness of your giving while minimizing income taxes.

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