Giving Back

Post Archive

Why You Should Build a Giving Portfolio – Today

This article was originally published on Forbes on January 26, 2018.   Many of us spend countless hours analyzing every facet of our investment portfolios—including looking at past performance and future projections of what we hope to accomplish through our decisions to buy and sell assets. Forward-thinking parents even make the time to sit down with…

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Giving Back: Are Your Charity Dollars Going To Waste?

Giving back to the community is an important priority for many clients, and is a big part of what we do at Glassman Wealth. When you’re donating to a charity whether it is your local church, community center, or to a cause that could change the world like cancer research, your charitable giving can make a…

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Giving Back: Supporting the Jennifer Bush-Lawson Foundation

An important part of the culture here at Glassman Wealth Services is giving back to the communities where we live.  This past Saturday our team was able to get together outside of the office to support the Jennifer Bush-Lawson Foundation’s annual 5k fundraiser. Giving Back: Supporting the Jennifer Bush-Lawson Foundation This great organization supports economically disadvantaged mothers…

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Giving Back: Culture’s Effect Beyond the Office

What if every work experience was an opportunity to make the world a better place? In many offices, work anniversaries are recognized by a quick “thank you” followed by a trip to the HR office for an annual performance review.  This is not the case at Glassman Wealth.  Here, one way we believe in recognizing…

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The Best and Surprising Ways to Give to a Charity

As you do your holiday shopping in the next few weeks, you’ll hear a familiar ringing sound. For many, the Salvation Army’s bell is a reminder to give to others in need, especially during the holidays. For me, the bell’s iconic toll makes me reflect on the impact I have had on the causes I…

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Tax-Smart Ways to Give to a Charity

As the holidays approach, thoughts about giving turn to action for many of us. Before writing a check to your favorite charity, consider the tax advantages of gifting appreciated assets, like stock, instead. The soaring U.S. stock market of the past few years has been great for portfolios; however, taxes will need to be paid…

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