Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Charitable Giving
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 …
Tax Benefits of Charitable Giving
There are many ways to give to charity. You can make gifts during your lifetime or at your death. You can make gifts out…