Charitable giving – Quorum Private Wealth

Why even wealthy families need budgets

August 12, 2025

At its core, budgeting is about money coming in and money going out. Anyone who earns and spends money has a budget. (Similarly, anyone who eats food has a diet.)

If you earn and spend money, you have a budget. Here’s how wealthy families can use cash flow to help optimize their finances.

Start formalizing your family values

March 19, 2025

These prompts can help you put words to your family values. Each value has follow-up questions to help you think about how different priorities might apply to your family relationships,

This checklist can help you put words to your family values. From there, think about how your values affect your community, finances, and life overall.

What you can do with your bonus

May 14, 2024

Getting a bonus tends to be a great feeling—you worked hard for it, after all. Getting strategic about how you spend your bonus can help it work hard for you.

Six ways to put your bonus—or any sudden influx of cash—to work so you can enjoy it and make the most of it. Plus, we address some common misconceptions.

What are qualified charitable distributions?

December 18, 2023

you can use your retirement savings to benefit the charities and causes you care about. We explain how qualified charitable contributions (QCDs) work. “

What are donor-advised funds?

December 18, 2023

Donor-advised funds (DAFs) can help you maximize the impact of a charitable gift while also helping you minimize your taxes during a given year.

Make the most out of your charitable contributions

December 18, 2023

Donating to charity is about helping organizations and causes you care about. But that doesn’t mean you can’t maximize the gift and help your own finances in the process.

6 ways to think about charitable giving

November 20, 2023

We love when clients tell us they’re looking to share their wealth by giving back. Of course, after we ask about what good you want your money to do, our

Charitable giving can have a big financial impact on both the recipient and the donor. We look at six ways to incorporate charitable giving into your financial plan.

What is SECURE 2.0?

January 25, 2023

The financial word of the year for 2023 is SECURE. We look at how the landmark legislation at the end of 2022—SECURE 2.0—is changing the game for retirement planning.