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...
Search
Basepoint Wealth
- Jun 14
- 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...
24 views
Basepoint Wealth
- Oct 25, 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.
20 views
Basepoint Wealth
- Aug 18, 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
8 views
Basepoint Wealth
- May 23, 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
11 views