Generosity Learning Center

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Articles

Wills

An alternative to costly memorial and/or family foundation setups

Charitable Giving

Retired and tired of getting taxed on your RMD? Harvest (IRA rollover)

Family Finances

Want to payout to family over time for responsible wealth management?

Videos

Wills

An alternative to costly memorial and/or family foundation setups

Charitable Giving

Retired and tired of getting taxed on your RMD? Harvest (IRA rollover)

Family Finances

Want to payout to family over time for responsible wealth management?

PDF’s

Wills

An alternative to costly memorial and/or family foundation setups

Charitable Giving

Retired and tired of getting taxed on your RMD? Harvest (IRA rollover)

Family Finances

Want to payout to family over time for responsible wealth management?

Our Ministries

Helpful Links

Take this quiz to find the best tax saving strategies for you. We’ll take you to the next step of your journey of generosity. Financial advisors and nonprofits: share this link with clients to start a conversation

Talk about company here to direct users to third-party CFA resources or related content.

Talk about company here to direct users to third-party CFA resources or related content.

Talk about company here to direct users to third-party CFA resources or related content.

Talk about company here to direct users to third-party CFA resources or related content.

Our Blog

The Harvest Fund (QCD): Jumpstart a Legacy of Philanthropy in Retirement, with your Charitable IRA Rollover

Introducing the CFA Harvest Fund (QCD): Save Taxes on your IRA “Required Minimum Distributions”

You Can’t Convince Me – Lily’s Story

Is There a Problem With How We Give?

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