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Charitable Giving

Sensible Financial Tips (part 3)

by Marie St. Clare
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.

Charitable Giving Options  (Part 2)

by Marie St. Clare
November 23, 2021

The picture is of a fountain with outstretched hands to represent charitable giving.

Charitable giving can reduce your tax liability if you know the strategies and vehicles that allow you to take advantage of the tax benefits.

Charitable Giving Options

by Marie St. Clare
October 27, 2021

The picture shows a pot for charitable giving.

How can you give to your favorite charity and enjoy a tax benefit? Reducing your taxable income is the simple answer. But, how?

How Strategic Charitable Giving Can Maximize Your Deduction

by Laura Williams
May 23, 2017

Taxable income over time graph

Charitable giving truly is the gift that keeps on giving. In addition to the positive feelings you get from giving to a needy charity, a charitable gift can reduce your taxes. In this article I’ll show you how planned giving, which takes into account how your income (and therefore tax brackets) change over time, can [Learn more…]

Charitable Giving… Sensibly

by Frank Napolitano
November 29, 2015

If you make, or are planning to make, a charitable gift, and you have a brokerage account with appreciated securities, you might be better off donating those securities directly to your charity than making a cash gift of the same amount. In this article, I’ll describe how a charitable gift reduces taxable income. Then I’ll [Learn more…]

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The picture shows a garden maze to symbolize the complexity of bond returns.

Understanding Bond Returns

What are the sources of bond returns? How do bond valuation techniques (credit and interest rates) affect bond prices?

The picture is of a page in a dictionary since this article is a glossary of bond terms.

Glossary – Bonds

Those who work with bonds have their own vocabulary. We’ve pulled together this handy glossary to clarify the terminology surrounding bonds.

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Chris Andrysiak Chuck Luce Edward Samp Frank Napolitano Gyb Spilsbury Josh Trubow Laura Williams Marie St. Clare Rick Fine Rick Miller Sensible Staff Tom Sadtler

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