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
learn moreJim’s August Tip: What Kind of Philanthropist Do You Want to Be?
learn moreDeb’s September Tip: What Coffee Blend Do You Prefer?
learn moreJim’s October Tip: Enjoying the Change of Seasons
learn moreDeb’s November Tip: Rollover Win: Sam Supports 4 Local Jewish Organizations
learn moreJim and Deb’s December Tip: 2017 Year-End Tax Planning
learn moreJim’s February Tip: Smart Charitable Giving in 2018
learn moreDeb’s April Tip: You Can’t Take It With You—5 Reasons to Include Your Favorite Organizations in Your Legacy Gift
learn moreDeb’s Tip for August: “I Wish I Could Do That Too”
learn moreGiving Strategies: 2018 Year-End Planning
learn moreGiving Strategies: Our Future Starts With You; Or the Rule of Thirds
learn moreGiving Strategies: Top Five 2018 Changes that Impact Taxpayers
learn moreGiving Strategies: A Donor-Advised Fund is a Win-Win – Maximize Your Impact AND Minimize Your Tax Burden
learn moreGiving Strategies: Year-end Tax Planning
learn moreGiving Strategies: What’s the Smartest Way to Give in your Seventies? Ask Sonia Milrod
learn moreWhy Are Donor-Advised Funds So Popular?
learn moreGiving Strategies: ‘Papa, That’s a Mitzvah!:’ Grandson, Community Benefit from Family Legacy
learn moreGiving Strategies: Ten Tax Strategies to Keep in Mind at Year-End
learn moreGiving Strategies: It’s Not Out of Reach: How Legacy Giving Is Much Easier Than You Realize
learn moreGiving Strategies: The Power of Multigenerational Philanthropy
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