Charitable giving can both satisfy philanthropic inclinations and provide financial benefits. This collection of articles written by members of our Team of experts, examine creative opportunities to align your philanthropic motivations with tax-efficient strategies that are aimed at optimizing your actions to help you achieve your goals.

If you have questions about the topics covered in any of the articles you read on this page contact us to discuss your own unique situation, and the many ways we can help simplify your life.

Comprehensive Financial Planning Strategies Are Even More Important This Tax Season

By | 2018-05-24T10:11:51+00:00 May 24th, 2018|Charitable Giving|

In the Aftermath of the Tax Reform and Jobs Act of 2017 Your Advisor May Now Be Able to Help You: Reduce Your Taxes, Maximize Your Savings & Achieve Your Philanthropic Goals During Your Retirement Years B R A N D I B. G R A H A M , C T FA, C FP [...]

Do you qualify to utilize a QCD?

By | 2018-05-18T14:20:45+00:00 March 8th, 2018|Charitable Giving, Financial Planning, Investment Management, Legacy, Retirement, Tax Planning & Preparation|

If you do, reviewing your QCD strategy this Tax Season should be a priority... Kathryn W. Gerwig, CFP® Senior Advisor As you complete your 2017 income tax returns, keep in mind some tax provisions that will possibly be more important for 2018 and future years’ tax planning.  In 2015, the Protecting Americans from Tax Hikes Act [...]

Happy #GivingTuesday!

By | 2018-05-18T14:21:31+00:00 November 28th, 2017|Charitable Giving, The Blog @JGUA|

Your Guide to Charitable Giving this Holiday Season Sara Rolls, Associate Advisor What is #GivingTuesday? According to www.givingtuesday.org #GivingTuesday is celebrated on the Tuesday following Thanksgiving (in the U.S.) and the widely recognized shopping events Black Friday and Cyber Monday. #GivingTuesday kicks off the charitable season, when many focus on their holiday and end-of-year giving. [...]