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.

Making a Meaningful Impact: Seven Creative Ways to Utilize Surplus RMD Funds

By |2023-09-07T10:40:36-05:00August 8th, 2023|Charitable Giving, Retirement, The Blog @JGUA|

There comes a time when everyone who has a tax advantaged account such as an IRA or 401(k), will have to begin Required Minimum Distributions (RMD’s). In 2023, if you are 73, you will be required to withdraw a certain amount of money from your IRA each year. The idea behind this, is that [...]

Tax-Wise Charitable Giving

By |2023-03-20T09:13:04-05:00March 20th, 2023|Charitable Giving, The Blog @JGUA|

Every year as April comes around, many of us find out very quickly how easy it is for your tax burden to add up and eat away at your take-home pay. The worst part is that when you realize it, it is sometimes too late to give yourself that much deserved tax break. While [...]

How to Demonstrate Your Love

By |2023-02-14T09:53:38-05:00February 14th, 2023|Charitable Giving, Retirement, The Blog @JGUA|

I’m a sucker for musicals. In “Fiddler on the Roof” Tevye laments his three daughter’s choosing their own marriage partner verses a traditional marriage arranged by the parents. In discussing this new world with his wife, he asks Golde “Do you love me?” Her response is classic “DO I WHAT?” He asks again and she [...]

Comprehensive Financial Planning Strategies Are Even More Important After This Year’s Tax Season

By |2021-04-08T14:37:22-05:00May 24th, 2018|Charitable Giving, The Blog @JGUA|

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 Brandi Graham, CTFA, CFP® and Cynthia Rivera, JD The benefits of savvy strategic planning are significantly greater today as we [...]

Do you qualify to utilize a QCD?

By |2019-01-10T11:45:18-05:00March 8th, 2018|Charitable Giving, Investment Management, Retirement, The Blog @JGUA|

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 [...]

Want to reduce your Medicare premium? Your charitable contributions could be the answer.

By |2019-01-10T11:47:34-05:00December 19th, 2017|Charitable Giving, Investment Management, The Blog @JGUA|

Want to reduce your Medicare premium? Your charitable contributions could be the answer. Brandi Graham, CFP® What do Medicare premiums and charitable giving have in common? One may be able to save you money on the other… If you make gifts to charity and are required to take a required minimum distribution (RMD) from your [...]

Happy #GivingTuesday!

By |2018-11-21T12:27:23-05:00November 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. [...]

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