Giving Archives - Investing to Thrive®

Giving through Random Acts of Kindness

Posted by Julie Rains | Giving

Random acts of kindness can help you bring joy to others and discover joy for yourself. Learn to be intentional yet spontaneous with your generosity.

How to Lower Taxes by Taking a Qualified Charitable Distribution (QCD)

Posted by Julie Rains | Giving

You can take a make a charitable gift from your IRA to satisfy your RMD, avoid taxes on the RMD, and keep your income below triggers for other taxes as long as you follow IRS rules. Learn more about the QCD and how it could work for the charitably-minded, tax-efficient, and cash-flow conscious.

Donor-Advised Fund for Charitable Giving

Posted by Julie Rains | Giving

I opened a donor-advised fund with Schwab Charitable to streamline my giving and snag tax benefits. Here’s what to know about these types of funds.

My Financial Goals for 2017

Posted by Julie Rains | Giving

Here are my goals for 2017. See what I’m pursuing and get inspired.

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