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Charitable Giving Incentives Under the CARES Act

December 30, 2020

UPDATED! Presented by Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become increasingly important. The Read More...
Last-Minute Charitable Giving Opportunities

December 21, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: December is the “giving season,” when many people consider using their wealth to help others. Read More...
Toys for Tots

December 1, 2020

Global Wealth Advisors Partners for Toy Drive with U.S. Marine Corps Reserve Toys for Tots Program  LEWISVILLE, TEXAS (December 1, 2020)—Global Read More...
Guide to Planning a Charitable Bequest

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...
Charitable giving what to do before you donate depicts a man and child touching fingers

November 15, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Making a charitable gift can be a fulfilling experience, but it’s wise to do a little research before Read More...