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Insights & Ideas

Keeping you at the forefront of modern investing
A look at how donor-advised funds and private foundations compare.
Here's an easy way to help teachers in your community and across the country offer financial education to more kids.
Giving: It’s one simple behavior that’s been shown to increase happiness.
If you are planning to take the standard deduction on your income taxes, learn three tax-smart ways to still get a tax deduction for your charitable giving.
You don't need a lot of money to make a meaningful charitable contribution; you just have to be strategic.
Giving to charity as a family is a great way to make your dollars and your energy go farther this holiday season.
10 ideas for every age and budget.
The new tax law may lead to fewer people taking the charitable donations deduction.
The end of the year is a great time to review your portfolio—and your overall approach to saving and investing. Consider these six tax-smart steps now.
How the Tax Cuts and Jobs Act may affect your next donation.
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