Search Results for "giving"
Unlock Tax Savings and Maximize Giving by Donating Stock or Mutual Funds to Charity
Recently, a couple visited our advisors for the first time, seeking guidance on a specific financial challenge. Over time, they had accumulated a significant amount of appreciated company stock, whic…
Reflecting on Abundance During Thanksgiving
Thanksgiving is usually a time to reflect on the past year and all the things we are thankful for. But what if we went deeper than that? What if our focus was not only on what we are thankful for, bu…
5 questions to guide your year-end charitable giving
‘Tis the season (already!) for evaluating your 2021 generosity practices and making solid year-end charitable giving decisions. Are you on track to meet your goals? We are currently helping cl…
Inspiration for end-of-year giving
Sound Stewardship’s crowning principle is Give Generously. It’s the goal our first six guiding principles are all building toward. As a team, we try to actively encourage generosit…
Company Stock Options giving you a headache? Three questions you should answer!
Whether you’re a new hire negotiating your compensation package or a long-time employee who has never had an intentional strategy for your stock options, you need to pay attention in order to make …
