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Sustainable-ESG Investing

The Power of Now — A More Fulfilling Approach to Planned Giving

By Josh Weller | March 11, 2020

Highly-Rated Sustainable-ESG Assets Offer the Comfort of Having a Constant Positive Impact. The purpose of creating a Planned Giving strategy at any level of wealth is to formalize, in a tax-efficient manner, your desire to give back to the entities and causes that are close to your heart. It’s a noble process that has positive…

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Donor-Advised-Funds-Bunching-Deductions

Save on Taxes with Bunched Charitable Contributions to Donor Advised Funds

By Cary Stamp | December 26, 2019

Leading financial advisor Cary Stamp, CFP®  discusses the tax efficiency benefits of Donor Advised Fund bunching deductions.   SCHEDULE A CONSULTATION:   TRANSCRIPT: Today I’d like to talk about how we can make the world a better place, and get some tax deductions all at the same time. And it’s by using a strategy that…

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Donor-Advised-Funds

Launch a Legacy of Tax-Efficient Giving with a Donor Advised Fund

By Josh Weller | November 28, 2019

Considering charitable giving on a larger scale? A Donor Advised Fund is your simplest, least expensive, and most tax-efficient option. In brief, a Donor Advised Fund serves as your own tax-advantaged, donor-controlled philanthropic fund. The fund can be established easily through a broker-dealer, your financial advisor, or if you have a specific charity in mind,…

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Charitable Giving and Philanthropy Through Donor Advised Funds

By Cary Stamp | August 28, 2019

   TRANSCRIPT of Charitable Giving and Philanthropy: I’m Cary Stamp and this is a Principled Wealth Moment. Most of the families that we work with are charitably-inclined. One of the things that a lot of people don’t realize is, with the new tax laws, there are some ways that you should be making your…

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