Ascent insightsStrategic philanthropy
Tax benefits of donating stock to charity
Gifting equity compensation to charity can bring tax benefits to you as the donor, but it also helps maximize the amount of money a charity receives.
How women in philanthropy are making an impact
As women’s financial power continues to grow, so does their influence in the causes they care about.
Family philanthropy: Year-end giving strategies
Holidays and year-end gatherings are ideal times to discuss your family’s strategic philanthropic plan and the philanthropy you’re involved in. Doing so can help you find joy in giving back to your community and renew shared values across generations.
Strategies to maximize your charitable giving
Donor-advised funds, qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.
3 reasons a family foundation fails
You may have the best of intentions when launching a family foundation, but that’s often not enough to avoid a failure. With proper planning, you can avoid three critical missteps that many foundations make.
Benefits of setting up a private family foundation
A private family foundation can help families more effectively transfer intergenerational wealth to the next generations.
How to become a philanthropist
Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.
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