by Shauna Newton | Jul 6, 2026 | Charitable Giving
Author: Meg Bergner, JD, CFP® For many, charitable giving is an important part of their overall financial and legacy planning strategy. Two common vehicles used to support philanthropic goals are private foundations and donor-advised funds (DAFs). While both offer tax...
by Shauna Newton | Sep 30, 2025 | Charitable Giving
Author: Meg Bergner, JD, CFP® The passage of the One Big Beautiful Bill Act (OBBBA) brings several key updates that may impact your charitable giving strategy and overall tax planning. While many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) were set to expire...
by Great Plains | Jun 9, 2022 | Blog, Charitable Giving, IRA Information
As Congress continues to debate tax proposals within the Build Back Better bill, many high-net-worth individuals have questions about how to plan for anticipated changes to their tax liability. Regardless of the legislative outcome, here are some annual considerations...
by Great Plains | Jun 1, 2022 | Blog, Charitable Giving, IRA Information
Now is the perfect time to consider your charitable giving for 2022. Getting started now gives you plenty of time to thoughtfully consider which charities matter most to you. It also gives you time to implement strategies to lower your tax bill and make the most of...
