Charitable Giving — Our Blog | Parkshore Wealth Management

Posts in Charitable Giving

Smart Giving Strategies in Changing Markets

Explore smart, tax-efficient giving strategies for any market. Learn how to align generosity with your financial goals.

Charitable GivingParkshore Wealth ManagementJune 1, 2025Appreciated Securities, DAF, Donor Advised Fund, Roth IRA Conversion, Charitable Trust, Tax Loss Harvesting, QCD, Qualified Charitable Distribution

Ways to Give When Markets Are Up or Down

If you are charitably minded, you can use tax-beneficial giving strategies that optimize market ups and downs.

Charitable GivingParkshore Wealth ManagementMarch 1, 2023QCD, Qualified Charitable Distribution, Cash Donation, Highly Appreciated Stock