Monthly Archives: January 2020

//January

Not All Donor Advised Funds Are Alike: What to Look for in Selecting a Sponsor

Phil Tobin – Founder/Chairman of iGiftFund Today there are over 1,000 public charities that sponsor DAFs, the fastest-growing and most active philanthropic vehicle in America…but not all sponsor programs are alike. With so many sponsors to pick from, the task of recommending a sponsor as steward of your client’s philanthropic legacy is not an easy [...]

Not All Donor Advised Funds Are Alike: What to Look for in Selecting a Sponsor2020-02-05T10:56:28+00:00

A Win/Win Opportunity: A Tax-Wise Roth Conversion

Clients can convert their traditional IRAs to Roth IRAs regardless of income or marital status. One of the biggest stumbling blocks in deciding to convert, is their reluctance to pay taxes on the converted amounts. You may be interested in learning that your client can offset the increased federal tax liability by opening a companion [...]

A Win/Win Opportunity: A Tax-Wise Roth Conversion2020-01-23T03:14:49+00:00