HomeGive Smarter

It’s tax time which means, among other things, household stress.  No matter how hard we try and no matter how well organized we might be . . . we never seem to be ready for filing our tax returns.  Truthfully, even if we added thirty minutes a day on Quicken to our morning devotions, by April 15th most of us would still have missing pieces.

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Bob Fry

In the world of charitable giving there are useful but challenging giving techniques, such as the pre-sale gift of closely held stock, and there are very difficult and tax compromised assets, such as stock options or restricted share units. With challenging techniques and assets, cash gifts can sometimes fix a mistake or be the only charitable giving option that actually makes sense – in both cases by adding the vanilla ice cream of cash to your charitable giving dinner party.

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Bob Fry

The 2017 tax bill made a number of changes that impact charitable deductions, especially for middle-class taxpayers. If you typically itemize deductions and regularly give to your church or to other charities, then some of the tax law changes might actually cost you money…

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Bob Fry

In this webisode of Drive By Conversations, Bob Fry with the National Christian Foundation talks about a little-known tax break. It’s a tax break that is both an investment management strategy AND a deduction for charitable givers. Being a good financial steward is more than just giving more money, it’s also about giving smarter…

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Bryan Feller