Charitable Giving

Giving in retirement, including qualified charitable distributions and donor-advised funds, and how to give while keeping your plan on track. Each approach has trade-offs.

Charitable Giving

When money aligns with your values

Generosity that happens by accident can create uncertainty. When giving is built into your plan, it stops feeling like a question and starts feeling freeing.

March 20, 2026 · 4 min read

Charitable Giving

Making generosity part of the retirement plan

If giving matters to you, it deserves a place in your plan. Here is how building generosity in on purpose can turn hesitation into confidence.

March 19, 2026 · 4 min read

Charitable Giving

How to give confidently in retirement

Most retirees hesitate to give not because they lack generosity, but because they lack clarity. When giving is built into your plan, it becomes one of the most confident parts of retirement.

March 18, 2026 · 4 min read

Charitable Giving

A smarter way to give in retirement

Writing a check feels simple, but it is often the least tax-efficient way to give. Here is how to support the causes you love while keeping more of what you have built.

March 16, 2026 · 5 min read

Charitable Giving

Roth conversions work best in this retirement window

There is a quiet stretch between your last paycheck and your first required withdrawal when your tax bracket may be lower than it will ever be again. Used well, it can reshape your lifetime tax bill.

February 13, 2026 · 5 min read

Charitable Giving

3 tax mistakes costing retirees tens of thousands of dollars

Withdrawal order, missed Roth conversions, and uncoordinated charitable giving are three quiet tax mistakes that add up over a retirement.

January 30, 2026 · 5 min read

Charitable Giving

Year-end tax moves you still have time to make

Before December 31 closes the door, a handful of tax-smart decisions can lower this year's bill and set up the years ahead.

October 23, 2025 · 4 min read

Charitable Giving

How the One Big Beautiful Bill Act changes charitable deductions

New rules are reshaping how charitable gifts are deducted, which makes the timing of your giving more important than usual.

August 26, 2025 · 5 min read

Charitable Giving

Donor-advised funds and QCDs: a guide to giving more efficiently

Two giving tools, used together, can stretch your charitable dollars further while trimming your tax bill.

August 13, 2025 · 5 min read

Charitable Giving

Support the charities you love and receive tax benefits

You can give generously to the causes you care about and lower your tax bill at the same time. Two tools, the donor-advised fund and the qualified charitable distribution, make it possible.

January 7, 2025 · 4 min read

Charitable Giving

When Roth conversions don't make sense

Roth conversions can be powerful, but they are not right for everyone. Here are the situations where converting may cost you more than it saves.

September 3, 2024 · 4 min read

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