• Skip to main content
  • Skip to footer
MENUMENU
  • Home
  • About Us
    • Our Philosophy
    • Choosing a Financial Planner
    • Legal and Regulatory
    • Team
    • Careers
    • Contact Us
  • Our Services
    • Financial Planning
    • Ongoing Financial Guidance
    • Portfolio Management
  • Financial Planning Basics
    • Continuing Care Retirement Communities (CCRCs)
    • Retirement Planning and Cash Flow
    • Social Security
    • Taxes
    • Insurance & Risk Management
    • Investments
    • 401(k)
    • Real Estate
    • College
    • Liquidity
    • Divorce
    • Estate Planning
    • Sensible Updates
  • Resources
    • The Types of People We Help
    • Webinars
    • Blog
    • Videos
    • Financial Planning Guidebook
    • Continuing Care Retirement Communities Guidebook
    • Primers
    • Financial Planning Links
    • Client Links
    • Financial Planning for Older Adults
  • Contact Us
Sensible Financial Planning

Sensible Financial Planning

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
  • YouTube
Client Links

Call Us Today
781-642-0890

Charitable Giving

Charitable Giving (part 6): The Pros and Cons of QCDs   

by
Marie St. Clare
CFP® - Financial Advisor

January 24, 2024

The picture shows scales to represent the pros and cons of QCDs.

 [Learn more…]

Charitable Giving (part 5): QCDs

by
Marie St. Clare
CFP® - Financial Advisor

October 24, 2023

The picture is of envelopes and a pencil to represent charitable giving and, in particular, qualified charitable donations (QCDs).

This article will describe another charitable giving strategy known as Qualified Charitable Distributions (QCDs).

Charitable Giving and Your Estate Plan

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

August 31, 2023

The picture shows a gift wrapped with a ribbon to represent charitable giving.

Did you know charitable giving can be a beneficial part of your estate plan? Learn how and why it might make sense for you.

Charitable Giving (part 4): Donate Using DAFs

by
Marie St. Clare
CFP® - Financial Advisor

January 20, 2023

The picture shows the hands of a person using a calculator to represent figuring taxes and deductions.

Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.

Charitable Giving Options (Part 3): Donor Advised Funds

by
Marie St. Clare
CFP® - Financial Advisor

November 28, 2022

The picture shows an envelope full of money to represent giving to Donor Advised Funds.

Donating to a Donor Advised Fund enables you to contribute, receive a tax deduction, and advise the charity on how to use your donation.

Sensible Continues Cradles to Crayons Volunteering Tradition

by
Sensible Staff
November 18, 2022

The picture shows members of the Sensible Team donating their time to Cradles to Crayons.

The Sensible team continued their fall tradition and donated time, energy, and gently-worn clothes to Cradles to Crayons.

Sensible Financial Tips (part 3)

by
Marie St. Clare
CFP® - Financial Advisor

June 7, 2022

The picture is of pastry decorating tips to represent financial tips.

For our 20th anniversary, the Sensible staff came up with financial tips to share. This article deals with investing and charitable giving.

Next Page »

Footer

Services

  • Financial Planning
  • Financial Guidance
  • Portfolio Management

About Us

  • Our Philosophy
  • Team

Resources

  • Blog
    • The Types of People We Help
  • Financial Planning Guidebook
Sign up for our Newsletter

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Locations

Massachusetts

203 Crescent Street, Suite 404

Waltham, MA 02453

Phone: (781) 642-0890
Fax: (781) 810-4830

 

California

600 B Street, Suite 300

San Diego, CA 92101

Phone: (619) 573-4131​

Disclaimer

This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

More important additional information and full disclaimer.

Copyright © 2025 Sensible Financial · All Rights Are Reserved
Legal Disclosure