Define your legacy through strategic philanthropy and create a lasting impact for your family and your community. Learn about tax-efficient ways to give – including donor-advised funds, private foundations, endowment scholarships and charitable trusts – and the importance of incorporating giving into your wealth plan.

Tax-smart giving: Qualified charitable distributions and gifting stock

Qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.

Consider an endowed scholarship in your charitable giving

A scholarship endowment can help educate others, bring you a sense of satisfaction and leave a mark on future generations.

Strategic philanthropy: 3 steps to creating a giving plan

Meaningful giving starts with a purposeful plan.

How do private foundations and donor advised funds compare?

Determining which of these powerful giving vehicles to use depends on what you’d like to achieve.

Tax deductions on charitable donations

There are many ways to “share the wealth,” but careful planning can make a difference.

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