08/27/2026
We’re proud to support OCA Media and the work they do for our local community.
At Cutler Financial Group, giving back is important to us; not only as a business, but also in the work we do with clients who want to make charitable giving part of their financial plan.
There are a number of strategies that can help individuals and families give more intentionally and, in some cases, more tax-efficiently, including:
• Qualified Charitable Distributions (QCDs) from IRAs for those who are eligible
• Donating appreciated investments such as stocks or mutual funds directly to charity
• Donor-Advised Funds (DAFs) to help organize and plan charitable giving over time
• Charitable giving as part of an estate plan to create a lasting legacy
• Bunching charitable contributions into certain tax years when it may provide a greater tax benefit
• Coordinating charitable gifts with retirement, investment, and tax planning
We’re fortunate to live and work in a community with so many great organizations, businesses, and people willing to give back.
Thank you to OCA Media for everything you do for our community. We’re proud to play a small part in supporting your mission!
**Charitable giving strategies can have tax and legal implications. Consult your tax or legal professional regarding your individual circumstances.
