Using cash is the least tax-efficient method to make a charitable gift. Here are three ways to enhance your giving. Continue reading
Tag Archives: Charitable
Your Retirement Income Framework
You worked hard. You saved and invested. Now you’re at the doorstep of retirement – at least you think you may have enough – and you wonder, “How the heck do I replace this paycheck I’ve been getting every two … Continue reading
Why We Support Bath Community Fund
My wife and I have overcome many obstacles in our lives. We came from families that did not fit the traditional mold of what a family is or perhaps should be. Our families often teetered from lower middle class … Continue reading
Donor-Advised Funds Can Enhance Your Charitable and Tax Planning
A donor-advised fund is a private fund established to manage charitable donations of individuals, couples, families and institutions and is in many ways similar to a private foundation. It is sponsored by a 501(c)(3) non-profit organization often through major custodians … Continue reading