Charitable Giving

Making the Most of Charitable Giving with a Donor Advised Fund

By Melissa Joy, CFP®, CDFA® / December 30, 2021

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 […]

The Money Smart Charitable Giving Webinar REPLAY

By Melissa Joy, CFP®, CDFA® / June 18, 2021

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 […]

Actionable Steps for Taxes

By Melissa Joy, CFP®, CDFA® / April 26, 2019

Tax Season Wrap-Up: Act Now to be Prepared for 2019 You’ve filed your taxes, or at least paid what you owe, but take a few extra steps to wrap up […]

woman holding hands out with change in them

Our 10 Perspectives on Giving

By Melissa Joy, CFP®, CDFA® / November 26, 2018

Giving Tuesday is NOVEMBER 27th this year. Each year at this time, I post 10 practical financial planning considerations for your charitable endeavors updated from years’ past. New tax law […]