Happy National Philanthropy Day! Working toward a greater good is what we strive for at Waller Financial. Philanthropy day is about celebrating the contributions and good deeds of those who have made a difference in our lives and our communities. We are continuously inspired by so many of our clients who choose to positively impact the lives of those around them.
For more information on the power of philanthropy and how it can be incorporated into your financial plan, check out the articles below.

 

 

Chris Olsgard talks about the qualified business income deduction and how to use a deduction of up to 20% on qualified business income for pass-through entities.

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The impact philanthropy has on people

Philanthropy has led to deeper relationships between the members of our staff, as well as with the clients we serve. For Chris, it meant professionally incorporating philanthropy in client’s financial plan, as well as personally supporting The Childhood League, an organization that he is passionate about.

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Donor Advised Fund or Private Foundation?

 

Gifting your assets to charity is a great way to give back to the community. Should you use a DAF or Private Foundation?

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How to make a charitable donation with an IRA

 

Did you know you can donate to charity using your IRA? Charlie Kerwood gives 6 benefits you need to know.

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creative ways to donate

 

There are more ways to donate to charity than just writing a check. Jason Farris offers a few tax-efficient options on how to donate to your charity.

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How to reclaim charitable deductions for taxes

 

Jason Farris discusses why you may want to bundle several years’ worth of charitable contributions when doing taxes.

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