Key Takeaways: San Diego retirees often come to us looking for ways to make the most of their savings — for themselves, their families, and their communities. Charitable giving can play a significant role in retirement, whether you want toREAD MORE
Charitable Giving
With three major pieces of tax legislation passed in the last four years, we enter 2024 with more nuances, more inflation adjustments, more expiring tax breaks, and more rules to follow. Here are the highlights. To see all the details,READ MORE
Donor-advised funds are the fastest-growing charitable giving vehicle in the United States. This is because they are one of the easiest and most tax-advantageous ways to give to charity. A Donor Advised Fund (DAF) basically functions like a charitable foundationREAD MORE
Americans are the most generous humans on the planet. In 2021, we gave nearly five hundred million dollars to about 1.5 million charitable organizations. The charities that received all this money are vital to the many critical programs that ourREAD MORE
“Giving Tuesday” was founded in 2012 by New York City’s 92nd Street YMCA in partnership with the United Nations. The focus was on encouraging charitable giving and was held on the first Tuesday after the Thanksgiving holiday. The concept quicklyREAD MORE