by Scott Monk | Tax Planning
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...
by Scott Monk | Estate Planning
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...
by Scott Monk | Tax Planning
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...
by Scott Monk | Tax Planning
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...
by Scott Monk | Cashflow Planning
With a charitable planning mindset that takes the long view of your charitable giving, you can increase your lifetime giving impact. If a charitable legacy is a financial priority, you may think the best way to maximize your charitable giving is to simply...
