Philanthropy and Holiday Giving: Maximizing Impact and Tax Benefits

The holiday season is a powerful time for generosity, gratitude, and reflection. For many families and business owners, it’s also an opportunity to align charitable giving with broader financial and legacy goals.
Giving with Purpose: How to Make the Most of Your Charitable Donations

Charitable giving is one of the most rewarding parts of financial planning. Not only can it make a real difference in your community, but it can also be an important part of your overall financial strategy.
Tax Benefits of Charitable Giving

Explore the various tax benefits of charitable giving to help you make informed decisions supporting both your community and your financial future.
National Nonprofit Day: How Blakely Financial Gives Back

As National Nonprofit Day approaches, learn more about our favorite local organizations and how the Blakely Financial team gives back.
Your Guide to Year-End Financial Planning

With the new year coming quickly, it’s crucial to reevaluate your financial objectives. Explore four areas to consider in your year-end financial planning.
Giving Tuesday: The Power of Charitable Giving

Giving Tuesday, a global generosity movement, encourages charitable giving on the Tuesday after Thanksgiving, and every day, each year.
Building a Philanthropic Legacy: Making a Meaningful Impact

By leveraging your financial resources as a high earner, you can begin building a philanthropic legacy and make a meaningful impact for generations to come.
Financial Planning Tips & Updates

As 2023 draws closer, we wanted to highlight the changes that occurred in the past year, tax considerations for this year and next, and how you can prepare for a prosperous 2023.
Charitable Giving Incentives Under the CARES Act

With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become important.