The Benefits of a Living Inheritance
The support of a trusted advisor, attorney, or CPA can help outline how you would like to execute your legacy for loved ones and causes...
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Basepoint Wealth
- Jun 14, 2022
- 4 min
A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions
Making an important impact on causes you care about, is a wonderful way to make a lasting difference. Incorporating a philanthropic...
31 views
Basepoint Wealth
- Oct 26, 2021
- 4 min
Charitable Giving is Increasing – and Evolving
charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.
22 views
Basepoint Wealth
- Aug 19, 2021
- 4 min
Donor Advised Funds: Tax Benefits, Growth and Control
A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control
9 views
Basepoint Wealth
- May 24, 2021
- 3 min
Charitable Remainder Trusts: Planning for Now and Leaving a Legacy
Charitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable
12 views
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