Personal Finance How to Fit Charitable Giving Into Your BudgetSeptember 21, 20250 The content shared on this page is intended for educational purposes only. BW, Inc. does not provide advisory or brokerage…
Retirement What is a charitable gift annuity?August 23, 20250 Did you find this page helpful? Why we ask for feedback Your feedback helps us improve our content and services.…
Retirement What is a charitable trust?February 13, 20250 Understanding Charitable Trusts A charitable trust is a legal entity set up to hold and manage assets for the benefit…
Personal Finance Smart Money Podcast — Travel Smart, Give Smart: Southwest Companion Pass and Charitable Giving StrategiesDecember 4, 20240 Welcome to BW’s Smart Money podcast, where we answer your real-world money questions. In this episode, learn how to maximize…
Retirement What is a qualified charitable distribution? Get a tax benefit for small donationsJuly 1, 20240 When it comes to contributing small amounts of money to charity, U.S. tax laws may not be in your favor.…
