multigenerational family on the beach looking into the future

Family Giving Enhanced with a Donor Advised Fund

June 5, 2024

Elevate family giving by developing a charitable giving strategy through a donor advised fund, allowing present & future generations to make a greater impact.

multigenerational family discussing charitable contribution

2024 Charitable Contribution Limit

May 1, 2024

The charitable contribution limit for a gift of cash to a public charity or donor advised fund is 60% of one’s adjusted gross income (AGI).

Video: Giving Publicly Traded Securities

Appreciated Stocks Fuel Gospel Ministry

April 30, 2024

With a donor advised fund, the Baxter family realized they could expand their generosity by investing their income before donating it.

What Gen Z’s Giving Style Can Tell Parents

January 16, 2024

5 trends in Gen Z’s charitable giving that can help parents understand how to connect with their children to develop a family giving plan.

a husband and wife sit on the couch with their ipad to go over what they need to know about charitable giving and taxes for 2023

Charitable Giving and Taxes: What You Need to Know in 2023

January 20, 2023

Charitable giving can impact the world while making you eligible for tax deductions. Review the IRS changes from 2022 to 2023.