Charitable giving strategies
Learn more about charitable giving strategies
WGN radio interview
Jennifer Gartenberg discussed charitable giving and how to do it effectively.
Articles about charitable giving strategies
are your philanthropic giving strategies still up to date?
Learn how changes to IRS regulations over the last few years have, in some instances, expanded how an individual may want to consider carrying out charitable giving.
options to donate with intention
Two strategies often used by individuals and families are donor-advised funds (DAFs) and private foundations; each has unique costs and tax advantages.
Philanthropy bridges generations
Every generation is shaping the philanthropic landscape in their own way, making a difference in the lives of others. They are also influencing each other’s views on philanthropy.
a savvy approach to giving back
In preparation for tax time, many of our clients look for opportunities to maximize their charitable contributions, especially in a “windfall” year. One way to do so is with a Donor Advised Fund. .
taxes and charitable giving
How you can integrate charitable giving into your financial plan and still enjoy some of the tax benefits associated with gifting.
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