Good financial fortune often inspires donors to consider charitable gifts to support the causes they love. Making the decision to give is perhaps the easiest part of charitable giving. Deciding which strategy works best to optimize charitable giving while saving on taxes is sometimes more challenging.

We are always available to collaborate with donors and advisers on timely strategies to save money while giving back, such as bunching gifts into one year, or using a qualified charitable distribution from an IRA. Learn more about these strategies by clicking the resource thumbnails below.

Learn more


To learn more about how we can be a resource to you and your clients, contact Kristen Mekemson.