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...
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Basepoint Wealth
Oct 25, 20214 min read
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.
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Basepoint Wealth
Aug 18, 20214 min read
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
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Basepoint Wealth
May 23, 20213 min read
Charitable Remainder Trusts: Planning for Now and Leaving a Legacy
Charitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable
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