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. […]

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 […]

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 […]

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 […]