Tag: philanthropy
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…
Free Webinar June 14: Giving Circles in Vermont: What Are They and How Can You Get Involved?
May 19, 2022
Copper Leaf Financial is holding their next free virtual townhall on Tuesday, June 14th: "Giving Circles in Vermont: What Are They and How Can You Get Involved?"
Tuesday, June 14th, 12-1pm ET
Registration…
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 Vermont Community Donations: The Upside of Tax Season
Jul 24, 2018
Thanks to our clients, Davis & Hodgdon is thrilled to present "tax season donation" checks to two local organizations!
As our clients are aware, each year the firm presents tax season donations based…
Make an impact beyond your lifetime: Is it time to consider a charitable trust?
Sep 07, 2022
Michael L. Thompson, CAP®, AIF®, AEP®, is a Senior Wealth Advisor with our affiliated wealth planning firm *Copper Leaf Financial. He has published a new article about charitable trusts – a smart tool…
2022 Year-End Tax Planning Tips for Individuals
Nov 09, 2022
This is a brief overview of several year-end tax saving strategies for individuals. Some are straightforward, while others require more analysis and review to tailor them to your particular tax and financial…