Blog Posts

By Marc C. Shaffer

Charitable giving can be done at any level, and it takes all types of donors for charitable organizations to survive.

Many donors find themselves with a desire to give, and then make their donations based on their ability to give. But, moving beyond the desire and ability to creating a strategy for giving that is part of your financial plan may help you give more.

According to Giving USA’s 2021 report, approximately $471.44 billion was given to U.S. charities in 2020, which was up 5.1 percent from the previous year. This giving was done in the form of individual donations, bequests, foundations and corporate giving.

Understanding where and how you’re giving can help you visualize your current impact and help while you’re developing a strategy for maximizing these gifts.

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As a business owner, your business is an important piece of your financial plan. It may also be one of the assets that requires your most attention, and there are many ways in which you must work to protect your business. One area that can be overlooked is insuring your business against cyber liability.

Is your business protected?

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During holiday seasons, you might think about different types of gifts for family members or for your favorite charity. A financial gift is certainly a generous offering, but it may also be something to think about come tax time.

This article is designed to give you an overview of things you may want to consider when making a gift in the here and now, while touching on longer-term tax relevance for both you and the recipient. We’ll also cover some estate considerations for gifts you make now and as part of your future legacy.

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No matter where you are in your life, saving for retirement or other goals is likely one of your most important financial considerations. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some straightforward ways to maximize your savings.

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Many Americans have taken steps in recent years to protect their personal information, but savvy cybercrooks have overcome some of those defenses. If you have not taken measures to protect yourself, it may be a good idea to consider your options.

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