Wealth of Knowledge – Smart Giving in 2025
Smart charitable giving strategies for 2025 can help you support the causes you care about while aligning your financial plan and maximizing potential tax benefits. As we look ahead toward the 2025 holiday season, we hope you are able to take the time to pause, reflect, and enjoy. This month, we share our insights to […]
How the OBBBA Impacts Your Charitable Giving
The recently enacted One Big Beautiful Bill Act (“OBBBA”) brings several meaningful changes to the federal tax code. Understanding these changes can help you make informed decisions about your charitable giving strategy. For those who use Donor-Advised Funds (DAFs) as part of their philanthropy, here is how the new law may affect you. Important Changes […]