Maggie Sangalang

The power of planning: Five tax-smart giving tips using donor-advised funds

by Maggie Sangalang

While taxes aren’t the main motivator for donors, clients want a financial advisor who can offer tax-smart giving strategies that also allow them to reach… Read More »The power of planning: Five tax-smart giving tips using donor-advised funds

Secure Act 2.0 motivates retirees to give more to charity

by Maggie Sangalang

Charitable giving in retirement years is a tax-efficient way to support the causes donors care most about. The Secure (Setting Every Community Up for Retirement… Read More »Secure Act 2.0 motivates retirees to give more to charity