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Charitable Giving
Will the SECURE Act affect your charitable giving in 2020? Find out.

How did the SECURE Act change charitable giving?

What changed and what stays the same with Charitable Giving under the SECURE Act of 2020.
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Tax decisions need to be made by Dec. 31st.

Donors should do these things before Dec. 31

Important tax-planning decisions depend on the actions you take before the end of 2019. That’s because Dec. 31 is the deadline for implementing certain strategies that may help.
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How to bundle your charitable giving to increase tax savings

Bundling your charitable giving could provide you with additional tax savings by increasing the likelihood of exceeding the standard deduction.
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A QCD is a great way to transfer funds tax-free to charity

Use this creative alternative to increase your charity and gain potential tax advantages

Life-changing tax reforms have come, and it’s time to use them to the advantage of yourself and your favorite charity.
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Scissors cutting a piece of paper that says "Rules"

Regarding charitable giving and taxes, all the rules have changed

If you are like most of us, you recently finished filing your taxes for 2017. The old rules were still in play, so the effects of your charitable giving were probably well known to you. But now as you look toward filing your 2018 taxes, all the rules have changed.
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