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Galleon Wealth Management

Charitable Giving: Year-End 2022

As many of us take stock of the last year and look ahead to 2023, we do so with either anticipation or trepidation. This article focuses on methods for creating a charitable giving strategy. Despite a very difficult economy, investors made a significant global philanthropic impact, donating billions of dollars to charitable causes [...]

Charitable Giving: Year-End 20222023-12-25T05:32:36-05:00

Managed Philanthropy: Tax-smart charitable giving strategies

This article reviews some of the ways in which you may optimize your charitable giving and get a head start on preparing your taxes for 2019 in light of the new tax legislation. Specifically, it reviews a facet of the Tax Cuts and Jobs Act of 2017 (TCJA) that hasn't truly altered but [...]

Managed Philanthropy: Tax-smart charitable giving strategies2023-12-25T05:33:45-05:00
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