Resources | Woodforest Wealth | The Woodlands, TX

Private foundation vs. DAF: Are you driving the right giving vehicle?

Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.

Estate & Giving

Ensure peace of mind with an heir preparation packet

Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.

Estate & Giving

Generous estate and gift tax exemptions may end soon

Now’s the time to review your estate and gifting plans.

Estate & Giving

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.

Estate & Giving

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