James Insights: Charitable

Charitable

Maximizing Charitable Giving in the Wake of OBBBA

Posted on: September 29, 2025 | Updated: October 14, 2025 by James Investment

When it comes to philanthropy, timing matters. The decision of when and how much to give isn’t just about generosity,... Read more »

Donating Stock vs. Cash: Smart Charitable Giving Strategies

Posted on: July 3, 2025 | Updated: October 14, 2025 by James Investment

Charitable giving is about more than helping your favorite causes, it can also be a smart financial strategy. Many investors... Read more »

Understanding Qualified Charitable Distributions (QCDs)

Posted on: January 15, 2025 | Updated: October 14, 2025 by James Investment

Qualified Charitable Distributions (QCDs) are a powerful financial tool that allows individuals to give to their favorite charities directly from… Read more »

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