charitable-giving

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    FEATURED INSIGHT

    Managing Sudden Wealth: Lottery Winnings, Inheritances, and Business Exits

    EP Wealth Vice President, Advisor, David DeVita, CFA, CFP®, CIPM®,...

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    How Can I Donate to Charity Effectively?
    How Can I Donate to Charity Effectively?

    EP Wealth covers charitable giving strategies that may help donors with significant assets give...

    Aligning Financial Plans with Charitable Goals
    Aligning Financial Plans with Charitable Goals

    Learn how charitable giving can reflect your values while supporting long-term planning across...

    How to Manage Tax Deductions with Charitable Contributions
    How to Manage Tax Deductions with Charitable Contributions

    Charitable contributions can support causes you care about while offering potential tax benefits....

    How Charitable Remainder Trusts Serve Legacy and Family
    How Charitable Remainder Trusts Serve Legacy and Family

    EP Wealth’s Michael McGrath CFP®, CLU®, CAP®, shares insights on Charitable Remainder Trusts and...

    Incorporating Charitable Goals into Your Estate Plan
    Incorporating Charitable Goals into Your Estate Plan

    Include charitable giving in your estate plan to support meaningful causes and potentially reduce...

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