Passing on the Spirit of Generosity in a Tax Smart Manner
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
Leave the Gift of Giving as part of your Estate Plan
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
No Better Time to Deploy Your Donor Advised Fund
Alphabet Soup
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
Thanks a Million
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Chart of the Month – December 2025
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
Year-End Financial Planning: Smart Moves Before Next Year
Are you optimizing your year-end for maximum financial benefit? Kent's blog post reveals helpful key strategies, from SALT limits to Donor Advised Funds.
Tax Planning Strategies For 2019: How Can You Act Now?
Passing on the Spirit of Generosity in a Tax Smart Manner
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
Leave the Gift of Giving as part of your Estate Plan
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
No Better Time to Deploy Your Donor Advised Fund
Alphabet Soup
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
Thanks a Million
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Chart of the Month – December 2025
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
Year-End Financial Planning: Smart Moves Before Next Year
Are you optimizing your year-end for maximum financial benefit? Kent's blog post reveals helpful key strategies, from SALT limits to Donor Advised Funds.
Let Charitable Giving Take the Sting Out of Taxes
Foster Group has a number of philanthropically-focused team members who can walk you through the integration of charitable intent with your financial plan. There are several ways to give, save taxes, help worthy organizations, and leave a legacy both through heirs and non-profit organizations.
Five Ideas for Charitable Tax Savings
Five ideas for integrating your finances and your philanthropy.