Camp Fire Giving

In the past week, we have received a number of requests for information about how to provide financial assistance to victims of the Camp Fire in Butte County. We have assembled a list of organizations accepting donations, shown below, which may guide you in that process. As always, we encourage you to use resources such […]

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Willow Creek Commentary: Summer-2018

TAX DEDUCTIONS AND CHARITABLE IMPACT The Tax Cuts and Jobs Act enacted in late 2017 is more than 500 pages long with detailed changes affecting many areas of the tax code.   Aside from the reduction in federal tax rates, most taxpayers will be impacted by the higher standard deduction and changes in itemizing deductions. Here’s […]

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Good News for Philanthropic IRA owners

If you’re over age 70 1/2 and are looking to reduce your taxes while making charitable contributions, you should consider taking advantage of a Qualified Charitable Donation (QCD) from your Individual Retirement Account (IRA) this year. The IRS ruled that charitable donations after age 70 1/2 made from your IRA accounts will be exempt from […]

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Creative Giving: Philanthropy with pizazz

Giving to a charity is easy, right? Write a check, send it off to your favorite 501(c)(3) organization, and get a full deduction for the amount on your tax return, up to 50% of your adjusted gross income. Though this is correct, there are more advantageous and rewarding ways to help the causes closest to […]

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Helping Syrian Refugees in Greece

What can a fulfilling retirement look like? Though it is different for everyone, we have a couple of clients, a husband and wife, who also both happen to be doctors. They retired a couple of years ago, and when they recently realized the need for their skills in Greece, they made the decision to travel […]

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Harvest Time for Tax Savings

As the end of 2015 approaches, a window is still available for tax savings. Here are a few ideas to help reduce your tax bite. TAX LOSS HARVESTING A popular strategy called tax-loss harvesting should be considered.  The stock market has been rough this year, with  various investment asset classes showing negative returns. If you […]

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Willow Creek Commentary: Summer-2015

IMPACTFUL CHARITABLE GIVING American charitable giving is the largest in the world, exceeding $350 billion per year given to more than 1 million charities: 72% of all giving comes from individuals with the combined giving of foundations, bequests, and corporations making up the remaining 28%. Deciding how much to give and to whom is challenging […]

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How much and to whom in this season of giving?

There are ways to bring discipline, more impact to gifts American charitable giving is the largest in the world, exceeding $300 billion per year given to over 1 million charities. Like you, my mailbox overflows this time of year with solicitations from many organizations supporting worthy causes — locally, nationally and internationally. Deciding how much […]

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