Consider gifting a portion of annual returns as a socially responsible (ESG) investment strategy
Filtering investment decisions through a values-driven lens has become one strategy investors can use to create a portfolio that considers Environmental, Social, and Governance (ESG) factors. While ESG funds and other socially responsible investments may offer an attractive risk-return profile, an ESG funds-only strategy can add undue risk and expense to a portfolio. Fortunately, there is an alternative method to achieve similar ethically-inspired ends: take advantage of the returns which mainstream investment vehicles can provide to fund organizations that meet your individual ESG missio
Charitable Giving: How Your Gift Gives Back in Tax Deductions
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations.