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Six tips from a philanthropic advisor on how to use your investing experience to build a strong, sustainable charitable giving portfolio.

Philanthropic advising can benefit any giver, not just the wealthy. Here are five questions to ask to see if philanthropic advising is the right strategy for you.

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).

A charitable giving account can provide even more benefits than just a tax deduction.

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

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

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.

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

Develop your generosity and champion a cause in three steps by effectively addressing the root cause, not just the symptoms.

Through estate planning, there are ways you can continue your family giving through your life insurance & charitable beneficiaries.