What You Need To Know About Family Gifts And Loans (Nov 11, 2019)

Have you ever contemplated helping out a family member or someone you love financially with a gift or loan? While it’s wonderful to be able to help a loved one, especially if they’re in need, it’s important to ensure that you’re financially able to do so. Furthermore, the gift or loan must be appropriately structured for tax and family reasons. Here’s what you need to know about family gifts and loans.

Read More

Understanding Donor Advised Funds (DAFs) (Aug 22, 2019)

First established in the 1930s, Donor Advised Funds (DAFs) have become increasingly popular in recent years. By 2017, there were 463,622 individual Donor Advised Funds in the US, holding more than $110 billion in assets [1]. Giving from DAFs now accounts for around 8.3% of all individual gifting in America today [2].

For clients intent on sharing wealth through a planned giving strategy, or for those seeking to optimize charitable deductions following tax reform, a Donor Advised Fund can be a useful tool. SageVest Wealth Management discusses the basics of Donor Advised Funds (DAFs). 

Read More

Season’s Greetings And Gifts From SageVest Wealth Management (Dec 19, 2018)

SageVest Wealth Management is grateful for the special relationship that we enjoy throughout the year with each of our clients, allied professionals, and others. We extend our best wishes for a safe and joyful season for you and your loved ones, and healthy, happy and prosperous New Year.

We also express our gratitude through our company’s year-end gifts to a number of worthy causes. We’re delighted to announce this year’s winners of the ‘SageVest Seasonal Survey 2018’. Each of the following non-profit organizations will receive a financial donation from our firm.

Read More

Questions To Ask When Researching A Charity (Nov 28, 2018)

Wealth brings with it a multitude of opportunities. For many clients, this includes the ability to give back. SageVest Wealth Management always recommends researching a charity carefully before making a donation, and especially when adding it to your longer term philanthropic plans. Research helps ensure that your gift is used in a meaningful and impactful way. Here’s a quick list of questions to consider when researching a charity.

Read More

How To Maximize Charitable Giving After Tax Reform (Aug 20, 2018)

The recent Tax Cut and Jobs Act was the biggest overhaul of US tax legislation in decades. SageVest Wealth Management has been proactive in advising you on how the sweeping tax reforms may impact your investments and your wealth. We’ve focused on both the intended and unintended consequences to individuals, families, and businesses. Here, we provide some insights on tax reform and charitable giving, including strategies to maximize the value of your future charitable giving.

Read More

Season’s Greetings From SageVest Wealth Management (Dec 18, 2017)

SageVest Wealth Management is dedicated to helping connect you with your wealth in meaningful ways. The holiday season provides the perfect opportunity to focus on what matters most to you and your loved ones, whether it’s gift giving to family and friends, or planned year-end philanthropy.

We too choose this special time of year to appreciate those who matter, and to direct our company’s philanthropic giving. First, we extend our best wishes for a safe, healthy, and joyful festive season for all of our clients, their families, our professional allies, and others. Furthermore, we’re pleased to announce the results of our ‘Holiday Contribution’ survey and the worthy causes that will receive our financial support this year-end.

Read More

10 Unique, Memorable, and Financially Responsible Holiday Gift Ideas (Dec 4, 2017)

The holiday season is almost upon us, bringing a time of joy and togetherness – as well as the common need to come up with memorable gift ideas for those we care about! Yet finding unique, memorable, and financially responsible holiday gifts can be challenging.

This holiday season, SageVest Wealth Management offers a number of thoughtful holiday gift ideas that are designed to create enjoyment, support your family values, and create lasting memories, without forcing you to become a holiday over-spender.

Read More

SageVest Season’s Greetings, Gratitude And Gifts (Dec 20, 2016)

The holiday season brings a host of opportunities to use your wealth in meaningful ways, as you focus on loved ones, share festive wishes with those near and far, and consider year-end giving objectives.

SageVest Wealth Management chooses the holiday season to extend our best wishes for your health, wealth, and happiness throughout the festive season and into the New Year. We also choose this special time of year to direct our company’s philanthropic endeavors. This year, in addition to our traditional charitable partnership, SageVest asked for your input in selecting other deserving organizations in need of our support

Read More

How To Be A Philanthropist (Dec 8, 2016)

For many people, one of the greatest joys that wealth can bring is the opportunity to give to a charitable cause that reflects your personal values, individual beliefs, or life experiences.

In support of your giving goals, here’s a quick list of tips to enhance the value of your charitable gifts, both during the upcoming giving season and throughout the year.

Read More

Choosing Wisely, Giving Sagely (Dec 8, 2015)

With the holidays approaching, we give thanks for our blessings and our thoughts turn to helping the individuals and causes we care most about.

SageVest Wealth Management can be an active partner in helping you define thoughtful giving strategies. To strengthen this objective, we recently hosted Eileen Ellsworth, President of the Community Foundation for Northern Virginia. Eileen discussed the benefits of giving, common questions to consider when choosing a charitable organization, and she offered some useful insights on how to enhance your giving experience and the impact your gifts can make.

Read More