Charitable Giving

Smart Philanthropy

Smart Philanthropy: A Tale of Three Donors

By Samantha Masey | June 13, 2024

Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case studies of charitable giving strategies to maximize an individual’s charitable inclinations while considering financial needs and optimizing tax benefits. Learn more about: Donor Advised Funds Charitable Remainder Trusts Private Foundations Watch the recording below! Play…

Marty Shields with David Jacobsen

BFG Partners with Ronald McDonald House at 40 Years of Love Gala

By Samantha Masey | August 1, 2022

Bouchey Financial Group is a proud partner of Ronald McDonald House Charities of the Capital Region. We recently helped sponsor the 40 Years of Love Gala to celebrate the mission and impact RMHC has had in our area. Through this organization’s efforts more than 20,000 families have been helped. Our ongoing partnership is one of…

What is a Qualified Charitable Distribution?

By Samantha Masey | April 12, 2022

Written by: Samantha Masey Qualified charitable distributions are an excellent tax-advantaged strategy for IRA owners in or near retirement. If you are charitably inclined or already making charitable donations to support non-profits, a qualified charitable distribution (QCD) might make sense for you. A QCD is a distribution from an IRA paid directly to a qualified…