Lumina Financial Consultants

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Lumina Financial Consultants

Charitable Giving

Year-End Charitable Giving

Year-End Charitable Giving

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

Amanda Petersen December 7, 2020December 7, 2020 Charitable Giving Read more

Year-End Charitable Giving

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The

Jean Schwarz December 15, 2016 Charitable Giving, Financial Planning Read more

Claiming a Tax Deduction for Your Charitable Contributions

If you plan to claim a federal income tax deduction for qualifying charitable contributions, it’s important to keep good records of your gifts. Basically, your records should include the following information: charity to whom the gift was made the amount

Jean Schwarz December 2, 2016 Charitable Giving, Financial Planning Read more

Four Tips for Making Charitable Donations Count this Holiday Season

The holidays have always been a popular time to make charitable donations and this year, particularly, many people may be looking for ways to give back. With so many charities to choose from, it’s more important than ever to ensure

Jean Schwarz November 16, 2016 Charitable Giving Read more
SAN FRANCISCO BAY AREA
100 Shoreline Highway, Suite 100B
Mill Valley, CA  94941
(415) 944-5040
NEW YORK
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Rye, NY 10580
(914) 303-6325
DC METRO
3213 Duke Street #651
Alexandria, VA  22314
(202) 494-1144

Lumina Financial Consultants, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such distribution or use would be contrary to the laws or regulations of that jurisdiction, or which would subject Lumina Financial Consultants LLC to any unintended registration requirements. The information provided is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The types of securities and investment strategies mentioned may not be suitable for everyone. Each investor should evaluate investments and financial strategies based on his or her own particular situation. The information is not intended to provide tax, legal or investment advice. The information in these materials is from sources that are publicly available and believed to be reliable; however, the information is subject to change at any time and without notice. © 2021 Lumina Financial Consultants