Our Resources
Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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September 23, 2024
How to Align Your Charitable Giving With Your Values
Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.
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March 13, 2024
Empowering Your Giving Strategy: How to Support Global and Basic Need Challenges
There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming.
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November 20, 2023
4 Charitable Giving Strategies to Maximize Your Impact
Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.
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January 02, 2023
Ring in the New Year with a Fresh Look at Your Financial Plan
As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.
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September 07, 2022
How to Start Strategizing for Charitable Giving Season
Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.
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November 30, 2021
5 Opportunities to Create a Living Legacy
With the help of your advisor, you can create a solid plan that allows you to identify what assets in your overall financial picture are available to leave a living legacy.
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October 18, 2021
Maximize Your Impact: Charitable Giving Strategies
With the giving season nearly upon us, now is an excellent time to revisit your charitable giving plan and the tools you want to employ in it this year.
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July 15, 2021
Creating a Charitable Legacy for When You Are Gone
Taking prudent and reasonable steps to make your ideal wishes and outcomes known can increase the odds you hit a homerun when it comes to your charitable legacy.
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May 07, 2021
Why Wealthy Donors Don’t Give More
You can better develop your charitable giving plan by having more qualitative discussions about your giving and your family history. This starts with having a conversation about your most important goals, values, heritages and legacy.
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May 04, 2020
Charitable Giving Opportunities Under the 2020 CARES Act
Here are some examples of how changes under the new law may be applied in 2020.
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