Giving Strategies

Feel free to explore, and remember to check back frequently. New articles are added regularly with great advice and stories.

Deb’s July Tip: The Endowment Path: 5 Reasons to Take It

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Deb’s September Tip: What Coffee Blend Do You Prefer?

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Jim’s August Tip: What Kind of Philanthropist Do You Want to Be?

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Jim’s October Tip: Enjoying the Change of Seasons

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Deb’s November Tip: Rollover Win: Sam Supports 4 Local Jewish Organizations

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Jim and Deb’s December Tip: 2017 Year-End Tax Planning

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Jim’s February Tip: Smart Charitable Giving in 2018

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Deb’s April Tip: You Can’t Take It With You—5 Reasons to Include Your Favorite Organizations in Your Legacy Gift

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Deb’s Tip for August: “I Wish I Could Do That Too”

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Giving Strategies: 2018 Year-End Planning

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Giving Strategies: Our Future Starts With You; Or the Rule of Thirds

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Giving Strategies: Top Five 2018 Changes that Impact Taxpayers

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Giving Strategies: A Donor-Advised Fund is a Win-Win – Maximize Your Impact AND Minimize Your Tax Burden

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Giving Strategies: Year-end Tax Planning

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Giving Strategies: What’s the Smartest Way to Give in your Seventies? Ask Sonia Milrod

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