Tag Archives | charitable giving
uncle sam

Don’t Overpay The IRS When Making Charitable Gifts

The one thing people never want to do is overpay Uncle Sam when they file their taxes. Unfortunately, that’s easy to do if you’re reporting charitable gifts made from your IRA (that’s a technique called a QCD or Qualified Charitable Distribution). We have several clients who used this technique last year as a way to […]

Read full story Comments { 0 }
charity please give

Giving Smarter: Using Your IRA To Make The World A Better Place

You may be like several of our clients who enjoy making charitable gifts. In the last few months, we’ve helped clients make generous donations to a number of programs benefitting colleges and universities, scholarship programs for working students, and international education organizations. To all of you who have made donations or who have helped good causes […]

Read full story Comments { 0 }
BooksNBears_logo-color

Getting The Holiday Spirit: Sharing & Giving For The Holidays

Underneath all the toys and decorations, the holidays are all about giving and sharing. Let us know what causes and groups you’re choosing to share with this holiday season.  We would be happy to spotlight some of the worthy groups you support. Here’s one group (and one that we support) that helps make a difference […]

Read full story Comments { 0 }
charity

Making A Difference

For most Americans, charitable giving is all about making a difference. But how can you make sure that what you give is really having an impact? And with so many groups and organizations out there, how can you direct your contributions so they go as far as possible? These were some of the topics we wrestled with […]

Read full story Comments { 0 }