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Planning Best Practices

Generosity & Legacy: Navigating Charitable and Estate Giving

Justin Hearty
Imagine your giving going beyond a simple donation, becoming a positive force of change. It’s time to explore your options and start your journey toward making a difference that resonates for generations to come.

Gifts That Keep Giving: Lifetime Annual Gifting & Lifetime Estate Exclusion Limits

Estate planning is an important aspect of securing your family’s financial future and ensuring that your assets are distributed according to your wishes. Two key components of estate planning are the federal lifetime estate exemption and yearly gifting limits. While these figures may change over time, it’s important to stay informed. As they say, failing to plan is planning to fail! Below are the topics we will discuss in this article:

  • Federal lifetime exemption
  • Yearly gifting limits
  • Taxable vs non-taxable gifts
  • Why estate planning matters

Read more…

Cultivating the Art of Giving: 9 Strategies to Make a Difference

In the realm of financial planning, two aspects often intersect: charity and estate planning. For many people, optimizing their financial affairs to support charitable causes and efficiently manage their estates is a priority. This article explores the following giving strategies to ensure your charitable and estate planning goals are met:

  • Direct Cash Donations
  • Donor-Advised Funds (DAFs)
  • Qualified Charitable Distributions (QCDs)
  • Charitable Remainder Trusts (CRTs)
  • Endowment Funds
  • Corporate Matching Gifts
  • Estate Planning with Charitable Bequests
  • Volunteering Time

Read more…

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Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $2 billion.



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