Everything You Need to Know About Family Foundations A family foundation is a private charitable organization funded and overseen by your family, giving you long-term control over how and where your charitable dollars are used. Families set one up to create structure...
Money Insights: Charitable Giving
Create a Lasting Legacy Through a Charitable Remainder Trust
Using a Charitable Remainder Trust for Income, Tax Savings, and Giving A charitable remainder trust turns appreciated assets into steady income for you. The remaining assets go to a charity you select. These trusts help reduce capital gains taxes and offer lifetime...
How Donor-Advised Funds Can Simplify Charitable Giving
How Donor-Advised Funds Can Simplify Charitable Giving A donor-advised fund is a giving account you can set up through a public charity that lets you donate assets now, receive an immediate tax deduction, and decide over time where the funds go. These funds make...
5 Tax-Efficient Ways to Give More to Charity
How to Give More to Charity While Maximizing Your Tax Benefits You want your donations to create real change, whether it’s funding education, supporting medical research, or helping families in need. But what if you could amplify your impact without costing you more?...




