Perspectives & Insights Article

Support the causes you care about, while also taking full advantage of potential tax benefits.

Our recent #GivingTuesday collaboration gave us an opportunity to sit down with Ellie Hollander, President and CEO of Meals on Wheels America, where we discussed Meals on Wheels’ great work and the importance of incorporating charitable giving into your wealth plan.

Taking time to vet your favorite organizations can help you ensure your money will make a meaningful difference and that your donations will be tax-deductible.

Doing work that matters: Wealth Management Vice Chairman Andrew Crowell shares his biggest motivator and other tips learned throughout his successful career in finance.

With the holiday season upon us, it is time to start thinking about how you can give back in a multitude of ways that could also be beneficial to you, as the donor. Making a charitable contribution of money or time in place of traditional gift-giving can make your holiday shopping that much easier, while helping someone in need.