Family Philanthropy:  Sharing Values, Leaving Legacies

Family Philanthropy:  Sharing Values, Leaving Legacies by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors Estate planning can be about more than just who ultimately benefits from your work—it can also be an opportunity to share your personal value system with future generations. When you set up your estate plan, you have three […]

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Planned Giving: Gifts That Make a Difference

Planned Giving: Gifts That Make a Difference by A. Scott White, CFP®, ChFC, CLU Planned giving is a way to leave a philanthropic legacy and support charities you care about with a major gift made during your lifetime or at death. Although there are many types of planned giving vehicles, bequests—or a gift given through […]

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Support for Caregivers

November is National Caregivers Month. Chances are you, or someone you know, has been or will be an unpaid caregiver on a short- or long-term basis. Today, more than 1 in 5 Americans are serving in that capacity.1 According to a 2020 study by the National Alliance for Caregiving and AARP, 53 million Americans provided […]

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Tax-Efficient Charitable Giving

Tax-Efficient Charitable Giving by A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors The Tax Cuts and Jobs Act of 2017 transformed the U.S. tax code, doubling the standard deduction—the limit taxpayers must reach in order to itemize deductions on their tax return.  For 2021, the standard deduction is $25,100 for married couples filing […]

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How to be a Gift Maker

How to be a Gift Maker by A. Scott White, CFP®, ChFC, CLU I was honored to be part of the recent Gift Makers photo and newsletter article with the Southwest Florida Community Foundation (SWFLCF). They are using the term Gift Maker for those who make gifts happen or create other charitable opportunities to benefit […]

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