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    Your Year-End Financial Planning Checklist
    Basepoint Wealth
    • Nov 11, 2021
    • 4 min
    Personal Finance

    Your Year-End Financial Planning Checklist

    Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.
    61 views
    Charitable Giving is Increasing – and Evolving
    Basepoint Wealth
    • Oct 26, 2021
    • 4 min
    Philanthropy

    Charitable Giving is Increasing – and Evolving

    charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.
    18 views
    Donor Advised Funds: Tax Benefits, Growth and Control
    Basepoint Wealth
    • Aug 19, 2021
    • 4 min
    Philanthropy

    Donor Advised Funds: Tax Benefits, Growth and Control

    A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control
    7 views

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