Archive for tag: charitable giving

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18.102018November 1, 2018

Charitable Giving & Changes to Tax Law

By Ali DotyIn NewsTags charitable giving, Philanthropy, tax benefits, tax reform

As 2018 winds down, many of us are turning our attention to end-of-year planning and getting our financial houses in order. This year brings changes...

22.092016September 22, 2016

Change the World with Charitable Giving

By Ali DotyIn NewsTags charitable giving, end of year giving, estate planning, financial advisor, financial planning, local giving, PLAN, transfer of wealth

Attention Financial Planners and Investment Advisors! Did you know we’re in the midst of the largest transfer of wealth in history? This presents an immense...