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
Two strategies often used by individuals and families are donor-advised funds (DAFs) and private foundations; each has unique costs and tax advantages.
Read MorePhilanthropy bridges generational gaps
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.
Read MoreA savvy approach to giving
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.
Read MoreTaxes and charitable giving
This article outlines how you can integrate charitable giving into your financial plan and still enjoy some of the tax benefits associated with gifting.
Read MoreInterested in information about other topics?
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.