Philanthropy

BWM Holiday Tradition - 2019 Edition

Submitted by Bernhardt Wealth Management on January 8th, 2020

The Holidays are a time of tradition and giving. For 17 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season.

BWM Holiday Tradition - 2018 Edition

Submitted by Bernhardt Wealth Management on January 4th, 2019

The Holidays are a time of tradition and giving. For 16 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season.

Five Reasons to Make Philanthropy a Family Affair

Submitted by Bernhardt Wealth Management on November 20th, 2017

Getting your family involved in charitable giving can create a powerful legacy.

A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organizations that are near and dear to their hearts.

Qualified Charitable Distributions: An Update

Submitted by Bernhardt Wealth Management on February 16th, 2016

The Consolidated Appropriations Act of 2016 includes an important provision for charitably-inclined IRA owners. The legislation that passed as 2015 drew to a close makes permanent the Qualified Charitable Distributions (QCDs) from individual retirement accounts.

Trends in Philanthropy

Submitted by Bernhardt Wealth Management on July 26th, 2015

The 2014 U.S. Trust^® Study of High Net Worth Philanthropy found that philanthropic giving by households with at least $5 million in assets rose by an astounding 43% over the two-year period ending in 2013, with average donation amounts reaching $166,602.

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Philanthropy

Getting your family involved in charitable giving can create a powerful legacy.

Contact Us

Don't hesitate to get in touch with us.We would love the opportunity to become your trusted advisor.

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.