Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
This time of year, many of us begin thinking about how we can help the causes closest to our hearts. It is the season of giving after all! When making your plans for charitable giving, there are many ways to ensure that your gifts are made in a way that aligns with both your financial …
Making the Most of Charitable Giving with a Donor Advised FundRead More
In this webinar Julie Shumaker, President of Dexter Community Fund and Melissa Joy, CFP®, President of Pearl Planning discuss tax-aware giving in 2021 and how legislative changes from Tax Cuts & Jobs Act (2018), Secure Act (2019) and CARES Act + Stimulus (2020-21) have changed some rules on giving. They will address how a Donor …
We love giving back and especially love Giving Tuesday (so much that Melissa even made a video about it)! Giving Tuesday is December 1st this year. What better time to share 10 practical financial planning considerations for your charitable endeavors? This list has been updated and revised over the years. New(ish) tax law means it’s time to revisit …
Our December webinar focused on charitable giving during the holiday season. The Tax Cuts and Jobs Act of 2017 changed many Americans deductibility for gifts. This presentation reviews effective tax strategies for charitable gifts and is helpful for philanthropic individuals as well as nonprofits and charitable organizations. Melissa Joy CFP® founder of Pearl Planning presented …
