SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Charitable Giving

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A glass jar filled with coins, featuring a “CHARITY” label with a heart icon, representing the commission-free fiduciary values of SYM Financial Advisors.

Strategic Charitable Giving: A Smart Way to Give Back and Save on Taxes

October 22, 2025

Charitable giving isn’t just about generosity—it’s also a powerful financial strategy. Whatever your passion, there are several ways to support the causes you care about while optimizing your tax situation. Here’s a breakdown of the most effective charitable giving methods and how they can benefit you. Cash or Check Donation This is the most straightforward way to give. Contributions to public charities are: Deductible up to 60% of your Adjusted Gross Income (AGI) Excess contributions

Read More »
Podcast graphic for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, titled EMPOWHER: Financial Prowess for Women, featuring commission-free fiduciary host Michelle Hipskind, CFP, and guest Carrie Minnich.

Unlocking the Mystery of Nonprofit Finances: Your Donations’ Impact Uncovered with Carrie Minnich

June 15, 2023

Carrie Minnich is a Partner at DWD CPAs & Advisors and is in-charge of the Nonprofit Services Team. She earned both a Bachelors degree in Financial Accounting (Cum laude) and a Master of Accountancy from Manchester College. Carrie has been with the firm since 2004 and has been a Director since 2017. She specializes in audits, reviews and compilations of financial Statements for nonprofit organizations. Michelle and Carrie discuss various aspects of non-profit organizations. They

Read More »
A person’s hand writes “Service, Integrity, Teamwork, Results” on a notepad from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Gifting Appreciated Securities – Optimizing Your Charitable Gifts

July 1, 2019

Most Americans are familiar with the radio and television ads that appeal for donations of unneeded cars, boats, or real estate. Though the process seems quite simple, those who attempt such a donation know it’s not always as straightforward as it seems. Securities, however, can be gifted with relative ease and have significant advantages. The simplest way to donate to charity is to write a check or to drop some bills into a collection basket.

Read More »
A family of four laughing together on a sofa, reflecting the peace of mind offered by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Gifting Within Your Family

July 1, 2019

While gifting within your family can be an effective method for wealth transfer, it’s important to remember that federal tax law regulates your generosity. Specific rules come into play when gift giving, even to those you may be legally required to support (such as a child). To avoid subjecting yourself to unnecessary scrutiny as a taxpayer, or worse paying additional taxes or penalties, read on.   Following gifting guidelines As individuals we are only allowed to

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A glass jar filled with coins, featuring a “CHARITY” label with a heart icon, representing the commission-free fiduciary values of SYM Financial Advisors.

Intentional Charitable Giving – What’s your Plan?

July 1, 2019

For many, charitable giving goes beyond the occasional donation of outgrown clothes or household items and becomes a lifelong mission.  However, as with everything else, winning requires planning. The positive impact of your charitable dollars is highly dependent on a winning strategy. To take your charitable giving to the next level this year, consider these mechanisms. The Charitable Remainder Trust – This neat tool allows you to gift cash, stock, or property to the trust

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: two hands cupped together protectively over a chalk drawing of a house on a chalkboard, representing the services of SYM Financial Advisors.

Protect your Charitable Deductions at Tax Time

June 19, 2019

Charitably-minded investors have a new priority to shoulder: protecting their charitable tax deductions. Since the Tax Cuts and Jobs Act of 2017 did not directly address donation deductibility, few realized the new law could directly impact the tax treatment of their giving. The legislation increased the standard deduction to $12,200 for single taxpayers and $24,400 for those married filing jointly in 2019. Since the new tax law also imposed limits to other popular itemized deductions

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here