Tax-Efficient Charitable Giving

November 26, 2019 / Kadin / Philanthropy

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 2019, the standard deduction is $24,400 for married couples filing […]

5 Reasons to Fulfill Your Philanthropic Vision with a Community Foundation

November 17, 2018 / Scott White / Philanthropy

5 Reasons to Fulfill Your Philanthropic Vision with a Community Foundation by A. Scott White, CFP®, ChFC, CLU If you want to support your local community with charitable donations, you may want to consider partnering with your local community foundation. Organized as a nonprofit philanthropic entity for the broad-based public benefit of the residents […]

How to be a Gift Maker

May 29, 2018 / Scott White / Philanthropy

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 […]

Scott White Advisors

3 days ago

FAFSA is now open for the 2021-2022 Academic Year. Even if you don't expect your child to qualify for need-based aid, there may be two reasons to submit the FAFSA.
1) All students attending college at least half-time are eligible for a federal unsubsidized Direct Loan each year, regardless of financial need. If you want your child to be eligible for this federal loan, you need to submit the FAFSA. And don't worry, your child won't be locked in to taking out the loan. If you submit the FAFSA and then decide you don't need or want the federal unsubsidized loan, your child can decline the loan through his or her college financial aid portal before the start of the new school year.
2) Colleges typically require the FAFSA when distributing their own need-based aid and, in some cases, merit-based aid. So filing it can give your child the broadest opportunity to be eligible for college-based aid. ...

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Scott White Advisors

5 days ago

What a great way to launch our 20th year of service! We are so thankful to Dr. Laurie Marker and the Cheetah Conservation Fund for taking us to Africa (virtually) last week and introducing us to the needs of the cheetah. It was a great event to share with so many of you that were able to join us. What was your favorite fact that we learned?

Learn more about the work they do, visit www.cheetah.org. ...

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Scott White Advisors

2 weeks ago

Tomorrow marks the beginning of the annual Medicare Open Enrollment Period. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period — which begins on October 15 and runs through December 7. ...

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