Charitable Giving and Social Responsibility | Global Wealth Advisors
Senior older female executive CEO and happy multicultural business people discuss private foundation at boardroom table.

May 2, 2022

Presented by Kris Maksimovich, AIF®, CRPC®, CRC®:  A private foundation is a tax-exempt entity established by an individual, family, or corporation for charitable purposes. Private foundations are overseen by a board of directors or Read More...
Charitable Giving Incentives depicts sign that says to make this world better.

December 30, 2020

Presented by Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable Read More...
Last-Minute Charitable Giving Opportunities

December 21, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: December is the year-end “giving season,” when many people consider using their wealth to help Read More...
Charitable Giving volunteers taking selfie.

November 13, 2020

By Kris Maksimovich, AIF®, CRPC®: One of the first things people think when they hear a charity’s call to action is, “How can I help?” The Read More...
Guide to Planning a Charitable Bequest with woman and young son handing care package to another woman holding a toddler.

August 17, 2020

Presented By Tom Kennedy, CFP®: A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to Read More...
Charitable gifting image depicts a man and woman holding a present.

December 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: For many, the holidays are a time for giving back—whether by donating to a favorite charity or Read More...