Have You Considered Using Life Insurance for Philanthropic Giving?
Life insurance can be a smart tool for charitable giving….
Guide to Creating Your Charitable Giving Statement
All of us at Copper Leaf Financial believe in the…
Charitable Giving: Maximize Tax Benefits and “Bunch” Your Charitable Contributions
The Tax Cuts and Jobs Act (TCJA) became law in…
Giving Thanks This Holiday Season: 5 Smart Ways to Give
Copper Leaf Wealth Advisor Breanna Sykes has published a timely…
4 Ways to Check Out Charities Before Donating
BBB Wise Giving Alliance www.give.org This organization evaluates…
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…
Tax-Savvy Giving: Using a Donor-Advised Fund for Your Charitable Giving
Donor-Advised Funds (DAFs) have been around for a while, but…
5 Things to Know About Charitable Gifts That Pay You Income
A type of charitable gift known as the income gift…