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The holiday season is upon us and our mailboxes are not only filling up with catalogs and holiday cards but also requests from charities to make a gift before year-end. As we celebrate with our loved ones, we tend to think a little more about those who are less fortunate, and many charitable organizations see a substantial spike in donations.
Three Steps for Optimizing Your Charitable Contributions
Many successful professionals, business owners and executives often ask for advice about charitable giving. This usually leads to a conversation about how their donations can have the most charitable impact while simultaneously taking advantage of all available tax benefits.
The Donor-Advised Fund Triple Play
The donor-advised fund (DAF) has been around for a long time but has surged in popularity and use since the mutual fund family Fidelity Investments made them easy to set up and use at a reasonable cost in 1991. As…
The Taxman Has Left the Building
An oft-used catchphrase when a dramatic event comes to an end is, “Elvis has left the building.” It seems timely to also say, “The taxman has left the building.” Unfortunately, he’ll be back next year and Resource Consulting Group is preparing for his imminent return.
Teach Your Children Well
Parents often see their children as a reflection of themselves and want to extend their best characteristics and values to future generations. If you are charitably inclined, you naturally want your children to share this characteristic. What better way to…