Giving Strategies
September 1, 2023
By Christopher Daunhauer I’ve had several clients in the past year mention in passing that they would enjoy giving significant amounts to their children or grandchildren […]
February 1, 2022
By Chris Daunhauer The writings of a Jewish philosopher, astronomer, and physician who lived more than 800 years ago have been on my mind lately. There’s […]
August 1, 2020
By Chris Daunhauer Six out of ten American households give to charity each year. Americans give almost 7x as much money per person as Europeans and […]
January 29, 2020
By Chris Daunhauer TrustWell’s clients who are subject to RMD rules are increasingly using qualified charitable distributions (QCDs) to make annual charitable gifts directly from their […]
May 1, 2019
By Chris Daunhauer TrustWell’s clients know that we think giving to worthwhile charities is one of the best things they can do with their money and […]
November 1, 2018
By Tanner Doudna As the end of the year draws closer, holiday celebrations with friends and family begin. During this time many of us experience some […]