Charitable Giving 101

2024-01-04T23:17:19-06:00December 14, 2023|Charitable Giving|

Charitable Giving 101 Matt Meline, CFP November 08, 2023 “Never respect men merely for their riches, but rather for their philanthropy; we do not value the sun for its height, but for its use.” - GamalielBailey As we near year-end 2022 many will contemplate giving strategies into their planning. There are many important causes that our clients care about and enjoy supporting. What I have found over the years, particularly after we review everyone’s tax return, is that not everyone maximizes their giving opportunities. My hope with this series of articles, social media posts and webinars is to help everyone make the most of their philanthropic giving. Let’s start with three ways to manage your giving this year. 1. Consider donating appreciated securities Many investors hold either individual stocks, mutual funds or exchange traded funds that have grown over the years. When those securities [...]