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Charitable Giving

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.

Charitable Giving Options  (Part 2)

by
Marie St. Clare
CFP® - Financial Advisor

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
CFP® - Financial Advisor

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
CFP®, ChSNC® - Senior Financial Advisor

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…]

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The FAFSA Simplification Act and Financial Aid

The FAFSA Simplification Act makes adjustments to the FAFSA. How will it affect your college student and their financial aid?

The picture shows an older couple hiking on a beautiful day to represent retirement and the SECURE Act.

The SECURE Act 2.0 and Retirement

The SECURE Act 2.0 builds on the initial SECURE Act of 2019, changing the retirement planning space, and increasing retirement flexibility.

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Rick Miller
Sensible Staff
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Aimee Plouffe Polley

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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.

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