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The Benefits of a Living Inheritance
The support of a trusted advisor, attorney, or CPA can help outline how you would like to execute your legacy for loved ones and causes...
Basepoint Wealth
Sep 20, 20224 min read
166 views


A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions
Making an important impact on causes you care about, is a wonderful way to make a lasting difference. Incorporating a philanthropic...
Basepoint Wealth
Jun 14, 20224 min read
38 views


Charitable Giving is Increasing – and Evolving
charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.
Basepoint Wealth
Oct 26, 20214 min read
25 views


Donor Advised Funds: Tax Benefits, Growth and Control
A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control
Basepoint Wealth
Aug 19, 20214 min read
12 views
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