After formally declaring Corporate Social Responsibility (CSR) as one of our firm’s esteemed Core Values, we decided it was only appropriate to establish a Donor Advised Fund, using a portion of our profits to direct funds to worthy organizations. We established the RTD Financial Charitable Fund to make a meaningful impact in our communities through […]
If you happen to be charitably inclined there are a number of ways to stretch your contributions, reducing your tax burden and increasing funds to deserving organizations. Before writing a check, consider the following charitable contribution strategies: IRA Charitable Rollover Provision – Made permanent in December through the PATH Act of 2015, this law permits […]