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...where McKinley Carter advisors and journalists from highly-respected publications discuss the wide range of forces and factors impacting our clients’ total financial situation – now and in the future. Start with our featured posts below or search by post topic.

What are the self-imposed roadblocks that prevent you from volunteering? Learn how to overcome them so you can make a real difference in your community.

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It’s officially the holiday season – a time of family, friends, and recognition of our blessings. It’s also a time that many generously choose to donate to their favorite charities. Unfortunately, this is also the time when those with unscrupulous motives prey on the unsuspecting. While we would hope we could spot a charity scam, sometimes it’s difficult especially when it’s one that pulls at our heart strings. Here are three crucial tips to ensure you don't get duped by a charity scam.

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While very few of us can give at the levels of famous philanthropists Bill Gates and Oprah Winfrey, we still have more financial resources to make a difference in our communities than we may realize. Here are some important factors to consider when you wish to leave a lasting legacy.

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Knowing and appropriately cultivating your major donor prospects should be an ongoing practice for all nonprofit organizations. Learn how to create an actionable plan for each of the five donor archetypes.

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While very few of us can give at the levels of Melinda Gates or Oprah Winfrey, women still have more financial resources to make a difference in their communities than they may realize. Here are some important factors to consider to leave a lasting legacy.

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For those age 70 ½ or older who are thinking about their year-end Required Minimum Distributions, you may want to consider using the QCD charitable gift option.

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In financial planning, we begin discussing year-end matters, such as deferring income, and harvesting tax losses, well before the end of the calendar year.

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The best time to start year-end planning is after you complete your tax return and realize how certain actions in the prior year could have changed things.

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Using a QCD, taxpayers may find that making a direct contribution from an IRA to a qualifying charitable organization can provide greater tax savings.

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When children see adults actively involved in philanthropy, it can inspire them. Steps to teaching children the joy of helping others.

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