Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Tax-Smart Charitable Gifting Strategies

    Laura Medigovich April 22, 2024

    Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.

  • Making a Charitable Gift? Consider a QCD

    Jack Cintorino March 11, 2024

    If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether a Qualified Charitable Distribution (QCD) could be a fit for your charitable donation.

  • Charitable Remainder Trusts

    October 18, 2023

    This article provides an overview of Charitable Remainder Trusts.

  • Optimizing Tax Strategy and Charitable Giving With a Donor Advised Fund

    Martin Schamis May 22, 2023

    When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor Advised Fund (DAF).

  • Discover the Emotional and Fiscal Benefits of Philanthropy

    Jay Guyer May 2, 2023

    Strategies for year-end gifts can help reduce taxes come filing time.


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