Charitable giving

Deriving the benefits of doing good

Throughout our history, Mesirow has had a strong philanthropic culture, so charitable giving is a wealth planning area in which we are very experienced and eager to help provide some new ideas.

The articles below offer more insights into this topic.

Options to donate with intention

Rainbow stacking blocks

Two strategies often used by individuals and families are donor-advised funds (DAFs) and private foundations; each has unique costs and tax advantages.

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Philanthropy bridges generational gaps

Stacking wooden blocks

Every generation is shaping the philanthropic landscape in their own way, making a difference in the lives of others. They are also influencing each other’s views on philanthropy.

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A savvy approach to giving

Closeup of colored pencils

In preparation for tax time, many of our clients look for opportunities to maximize their charitable contributions, especially in a “windfall” year. One way to do so is with a Donor Advised Fund.

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Taxes and charitable giving

Stacked colorful blocks

This article outlines how you can integrate charitable giving into your financial plan and still enjoy some of the tax benefits associated with gifting.

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Interested in information about other topics?

Charitable giving
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Education
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Estate planning
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Retirement planning
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Investment basics
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Life events
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Planning and advice
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Retirement lifestyle
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Small business owners
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Tax-advantaged investing
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Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.