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Charitable Giving

Guide to Creating Your Charitable Giving Statement
Brochures & Worksheets

Guide to Creating Your Charitable Giving Statement

All of us at Copper Leaf Financial believe in the…

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Brochures & Worksheets

Fillable Charitable Giving Worksheet

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Articles & Insights

Charitable Giving: Maximize Tax Benefits and “Bunch” Your Charitable Contributions

The Tax Cuts and Jobs Act (TCJA) became law in…

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Giving Thanks This Holiday Season: 5 Smart Ways to Give

Copper Leaf Wealth Advisor Breanna Sykes has published a timely…

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4 Ways to Check Out Charities Before Donating

BBB Wise Giving Alliance       www.give.org This organization evaluates…

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Charitable Giving

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Articles & Insights

Copper Leaf Financial’s Guide to Charitable Giving and New Fillable Worksheet are Now Available Online

Copper Leaf Financial’s workbook “Guide to Creating Your Charitable Giving…

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Tax-Savvy Giving: Using a Donor-Advised Fund for Your Charitable Giving

Donor-Advised Funds (DAFs) have been around for a while, but…

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5 Things to Know About Charitable Gifts That Pay You Income

A type of charitable gift known as the income gift…

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Women & Finance: Battling the Gender Pay Gap

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Why Fiduciary Advice Matters

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2023 Tax Tables

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Wealth Advisor

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Copper Leaf Financial Welcomes Erica Dixon

READ MORE Copper Leaf Financial Welcomes Erica Dixon

Virtual Townhall: The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses

READ MORE Virtual Townhall: The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses

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Williston Office:
33 Blair Park Road Suite 203, Williston, VT 05495

Rutland Office:
225 South Main Street, Rutland, VT 05701

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