Giving Strategies

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

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

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

Jim’s October Tip: Enjoying the Change of Seasons

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

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

Jim’s February Tip: Smart Charitable Giving in 2018

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

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

Giving Strategies: 2018 Year-End Planning

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

Giving Strategies: Top Five 2018 Changes that Impact Taxpayers

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

Giving Strategies: Year-end Tax Planning

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

Why Are Donor-Advised Funds So Popular?

Giving Strategies: ‘Papa, That’s a Mitzvah!:’ Grandson, Community Benefit from Family Legacy

Giving Strategies: Ten Tax Strategies to Keep in Mind at Year-End

Giving Strategies: It’s Not Out of Reach: How Legacy Giving Is Much Easier Than You Realize

Giving Strategies: The Power of Multigenerational Philanthropy