by Christian Salgado | Oct 27, 2025 | Estate Planning
Part 7: Faith-Based Giving and Stewardship Giving as Worship: Integrating Faith and Financial Planning For many donors, charitable giving is not merely a financial decision, it is a spiritual obligation. It reflects a worldview shaped by faith, stewardship, and a...
by Christian Salgado | Oct 20, 2025 | Estate Planning
Part 6: Family Foundations and Legacy Building a Family Legacy Through a Private Foundation Charitable giving is often a deeply personal act, but it can also be a profoundly communal one. For families who wish to make philanthropy a shared endeavor, one that spans...
by Christian Salgado | Oct 10, 2025 | Estate Planning
Part 5: Charitable Remainder and Lead Trusts Give and Receive: Using Charitable Trusts to Benefit Both Family and Charity Charitable giving is often framed as a one-way transaction – resources flowing from donor to nonprofit, with the primary benefit accruing to the...
by Christian Salgado | Oct 2, 2025 | Estate Planning
Part 4: Appreciated Assets and Tax-Efficient Giving More Than Cash: Donating Stocks, Real Estate, and Business Interests When most people think about charitable giving, they think about cash. A check written to a local nonprofit, a credit card donation made online, or...
by Christian Salgado | Sep 26, 2025 | Estate Planning
Part 3: Giving During Life vs. At Death Now or Later? Timing Your Charitable Gifts for Maximum Impact Charitable giving is not only about how much we give or to whom, but also about when. Timing plays a critical role in both tax efficiency and the strategic impact of...
by Christian Salgado | Sep 18, 2025 | Estate Planning
Part 2: Understanding Charitable Vehicles Choosing the Right Tool: Donor-Advised Funds, Private Foundations, and More In the first article of this series, we explored the heart behind charitable giving, the motivations that drive generosity and the legacy it can...
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