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    Philanthropy6 Articles

    Advisor shaking hands with middle aged couple

    Tue, Nov 4, 2025

    How to Establish a Donor-Advised Fund

    This powerful charitable giving vehicle could help you streamline charitable giving, maximize tax advantages, and support your favorite nonprofits.
    Group of hands working together to hold up a big ball resembling earth

    Tue, Dec 17, 2024

    Should You Donate to Charity for the Tax Benefits?

    Thinking about year-end charitable donations? Make sure you’re clear on the “why” and “how” behind your giving—and the tax implications.
    Prosperity with Purpose: Creating a Family Mission Statement

    Wed, Nov 23, 2022

    Prosperity with Purpose: Creating a Family Mission Statement

    What’s the "why" behind your wealth? Identifying your goals will help you establish how to achieve them. Here are some steps to follow.
    Reduce your Tax Burden with Qualified Charitable Distributions

    Wed, Nov 16, 2022

    Reduce your Tax Burden with Qualified Charitable Distributions

    What can you do with your required minimum distribution (RMD) if you don’t need (all of) it? You can still withdraw it and pay taxes on the income, convert your traditional IRA to a Roth IRA, or donate it via a qualified charitable distribution. Find out which may be right for you.

    Making Sense of Required Minimum Distributions

    Tue, Sep 27, 2022

    Making Sense of Required Minimum Distributions

    Required minimum distribution rules are confusing, and, unfortunately, the penalty for failing to take the correct distribution is severe. We help you understand your obligations and show you how to use your RMD to pursue your financial goals.
    Do You Have a Family Wealth Plan?

    Wed, Nov 24, 2021

    Do You Have a Family Wealth Plan?

    What does wealth mean to you? Many people realize it’s not only the assets they own but the life they want to live. What’s your “why”?
    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.

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