In 2019, Brighton Jones donors allotted $13 million to donor-advised funds and made $10 million in grants, hitting a payout rate of 77 percent.
The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.
The causes you support likely fall into two major categories: charitable organizations or political ones. But when are you making tax-deductible donations?
For parents earmarking funds for a child’s college expenses, there are some changes you need to know prior to year-end for the Oregon 529 plan.