We’ve all heard it’s better to give than to receive, but did you know that giving is one of the most effective ways to build personal happiness? Thankfully, there are endless opportunities to give back in our community. With today’s new tools and resources, anyone can be a philanthropist. Learn more …
What tax advantages are available for charitable giving?
How can I give stock or other assets to my favorite charity or nonprofit?
What’s a donor advised fund and how do I start one?
What’s the minimum balance for starting a donor-advised fund?
How do I set up my own non-profit 501(c)(3)?
What’s a charitable remainder fund and what are the benefits?
How do I leave a legacy with my investments?
How much can I deduct from my taxes by giving to charity?
How do I involve our children in our charitable discussions?
How do I start a family foundation?
If you would like to explore how to begin or update your own charitable causes, you can schedule a free, no-obligation consultation with us at (530) 487-1777, or schedule an appointment online.
Here are some related resources and downloads to help as you navigate your new financial situation.
While cash donations are valuable, most people don’t realize it’s one of the least efficient ways to support non-profits. Not only do you lose the liquidity of having that cash, but you also miss out on significant tax benefits. There is a better way!
Most people lose an important tax benefit when they donate. Fortunately, there are four lesser-known strategies you can use to maximize your charitable impact.
As the year ends, it’s important to be mindful of options to minimize your tax burden. Just like the holidays come and go, so do planning opportunities.
