When it comes to gifting, there are numerous tax-efficient ways to donate to your favorite charitable organization. But …
Charitable Giving
Over age 70.5? Make sure you consider qualified charitable distributions
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Financial Fundamentals of Gifting to Others
Gifting is both a common occurrence and a topic often asked about. Who doesn’t enjoy giving toys to the kids or grandkid…
4 Ways to Maximize Charitable Giving Under the New Tax Law
Co-authored by Marshall Lund, CFP®, Financial Advisor at Wipfli Financial Advisors The following article was prepared in…
Give Thanks, Give Smart – Part I
With Thanksgiving right around the corner, and the holiday season not far behind, there’s no better time to give thanks …
Charitable Giving: Good for You and Your Tax Bill
It really is better to give than to receive — at least that’s what economic research tells us. In his 2014 study publish…
‘Tis the Season of Giving! 4 Strategies to Consider
There’s something about the holiday season that inspires people to embrace the gift of giving. Planned strategically, th…
Donor-Advised Funds (DAFs) & Charitable Giving: What to Consider
Recently, a client contacted us and inquired about donor-advised funds (DAFs). She asked whether this type of account ma…
Give Thanks, Give Smart – Part II & III
If you missed Part I of the series, please click here. To celebrate the season of giving, we’re sharing our Philanthropy…
Charitable Children in the Making
In my last blog post, A Mom’s Money Moment, I reflected on how my children thought about money, saving and investing in …