Tag: charitable giving

American Philanthropic Giving Surpassed $400 Billion in 2017

American Philanthropic Giving Surpassed $400 Billion in 2017

Jun 21, 2018
By Giving USA, 6/12/18 - Americans achieved a philanthropic landmark in 2017: for the first time total charitable giving surpassed $400 billion in a single year. A booming stock market and a generally…

Williston Event: Smarter Charitable Giving

Oct 29, 2019
Be smarter with your charitable giving efforts this holiday season! Davis & Hodgdon and Copper Leaf Financial are very pleased to present our second in a series of "Roundtable discussion" events this fall: Smarter…

Copper Leaf Financial Recorded Webinars: Sustainable Investing and Estate Planning

Jun 09, 2022
Our friends at Copper Leaf Financial have published some new videos to their YouTube page!  Estate Planning Basics and What You Need to Know About Digital Assets: click here to view. Your Essential Guide…

Virtual Townhall: Can a Private Foundation Help You Achieve Your Charitable Goals?

Mar 28, 2023
“Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?” Wednesday, April 19, 12-1pm ET: Guest: Jessica Donahue, Foundation Source Registration link: https://lu.ma/8mc14053 As…
2018 Charitable Giving Checklist

2018 Charitable Giving Checklist

Oct 15, 2018
Year-end is approaching and many people are considering their charitable giving options. The Vermont Community Foundation has published a convenient checklist for you to keep in mind, including some of…

Tax Incentives for Charitable Contributions and TCJA

Nov 26, 2018
Given the doubling of the standard deduction under Tax Cuts and Jobs Act (TCJA), there will be less opportunity for many people to derive tax benefits from their charitable intent. For a single person…

2020 Tax Planning Tip: Be smart about your donations

Oct 15, 2020
NEW for 2020: Claim an above-the-line deduction for cash contributions up to $300. Normally, only those taxpayers who itemize deductions on their tax returns can deduct the contributions they make to…

What Can I Do NOW to Put Myself in the Best Possible Position for 2021?

Mar 19, 2021
If you like to plan for the future and think ahead, there are certain actions that you can begin taking right now to prepare for your 2021 tax return.

Tax Season Charity Showdown 2021

May 04, 2021
Davis & Hodgdon and Copper Leaf Financial has found some unique ways to keep our staff excited throughout the duration of our busy tax season with our firm-wide FUN initiative!

Creating A Charitable Legacy

Aug 26, 2021
Some may feel uncomfortable about leaving their charitable mission in another’s hands, but it also might not be practical or optimal to donate all the dollars you wish within your lifetime.