If you like the idea of a Charitable Remainder Trust (CRT) but have some reservations, an ILIT, CGA, or pooled income fund are alternatives. A Charitable Remainder Trust (CRT) is a potentially terrific tool for those of us with strong charitable legacy goals,...
Employer charitable matching programs can maximize the power of every dollar you donate – but these programs often go overlooked. At Charis Legacy Partners, our charitable legacy planning involves creating a comprehensive financial plan that includes thoughtful...
charitableThe flexibility and tax advantages of a donor advised fund make them a great option for those interested in building a charitable legacy. I’ve previously written about the potential benefits of donating appreciated securities instead of cash (you can...
Maximizing retirement contributions is a great way to increase your lifetime legacy giving – here’s how to do it. If you’ve spent much time on this blog, or are a client of Charis Legacy Partners, you’ve likely heard me talk about laying the foundation for...
Charitable bunching, AKA charitable clumping, may provide a more tax-efficient way for charitable-minded folks to donate to their favorite charities, but it’s not for everyone. Since we file taxes annually, we often think about our finances in annual terms...
