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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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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October 31, 2019
Finding and Supporting Your Passion
Donating to a nonprofit organization is a wonderful way to make a positive impact and taking the time to research and vet these organizations can lead to life-long partnerships between you and the charity.
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November 27, 2018
The Guide to Happy Giving
The giving season is here, so we're revisiting some tips from Tim Maurer on how to transform one of the more stressful elements of this time of year into something more fulfilling.
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November 19, 2018
Tools to Help Realize Your Year-End Charitable Giving Goals
Buckingham's Jada Diedrich unpacks her toolkit for building an efficient charitable giving strategy that's designed to help maximize the way your contribution dollars benefit not only the causes you hold most dear, but also you and your family.
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August 03, 2018
Chiara Sockel Renninger Talks Financial Planning and the Power of the Purse
Chiara Sockel Renninger sits down for a Q&A with the Reading Eagle to talk fiduciary wealth management and her motivations for founding Berks County's woman-focused Power of the Purse fund.
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