Charting a New Course for Charitable Giving in 2020

April 28, 2020
Coins

The 19th century French diplomat and political scientist Alexis de Tocqueville wrote about the Americans’ desire to associate and to further the interests of the common good as an extension of their own individual interests. de Tocqueville would see his thoughts alive today in this extraordinary time in our country and our world. The case for individuals and businesses to help others through philanthropy has never been stronger, and has direct links to de Tocqueville’s concepts of enlightened self-interest.

Continue reading for a few key points to keep in mind when charting a course for helping others under the current circumstances, including:

  • Tax Incentives
  • Effective Giving Strategies in the Current Economic Environment
  • Allocating One’s Charitable Dollar

Continue Reading

News & Resources

Article
2023 Personal Tax Planning Update
Article
Massachusetts Charitable Contributions Deduction Takes Effect
Article
Important Retirement Account Changes Under the SECURE 2.0 Act of 2022