What’s the Most Tax-Efficient Way to Give? It Depends on Your Age

Wealth advisors Daniel Andersen and Trevor Stone break down two tax-efficient ways to give: donating appreciated stock and making qualified charitable distributions.

Charitable GivingParkshore Wealth ManagementOctober 22, 2026Qualified Charitable Distribution, Appreciated Stock Donation, Capital Gains Tax, IRA Charitable Rollover, Required Minimum Distribution, Tax-Efficient Giving, Cost Basis

Showing Your Love: Year-End Giving and Gifting Strategies

Celebrate National Philanthropy Day with this guide to meaningful year-end giving and gifting.

Charitable GivingParkshore Wealth ManagementNovember 15, 2025Year-End Planning, Tax Strategies, Philanthropy, 529 Plan, Gifting Strategies, Tax-Advantaged Giving, Legacy

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