charitable giving

Three Ways to Maximize the Tax Benefits of Charitable Giving

According to Giving USA's Annual Report on Philanthropy, Americans donated $557.16 billion to charitable causes in 2023—up from $499.3 billion in 2022—demonstrating an ongoing collective commitment across the nation to giving back.1  But we’ve seen time and again…more

5 Tips to Maximize Your Charitable Giving

Charitable giving is an important piece of wealth management. It’s about aligning your wealth with your values to support causes that are meaningful to you. There are many ways to do that—and some are more tax-efficient than others.…more