Monthly Archives: April 2020

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Your Mission Statement: Tips for Completing Your First Draft

Solidifying and writing down the family mission statement makes it official, and is one of the last and most important steps in creating your family legacy plan. By Phil Tobin This article is the seventh in a series taken from The One Page Legacy Plan by Phil Tobin, a free downloadable eBook from iGiftFund. In [...]

Your Mission Statement: Tips for Completing Your First Draft2020-05-05T02:11:03+00:00

Determining Your Family Values

Discussing and agreeing upon the guiding values of your family is an important part in drafting your family mission statement, which can help determine the direction of your legacy for generations to come. By Phil Tobin This article is the sixth in a series taken from The One Page Legacy Plan by Phil Tobin, a [...]

Determining Your Family Values2020-04-19T17:09:26+00:00

Your Guide to Donor Advised Funds – for Advisors

By Phil Tobin, Chairman/President iGiftFund An early pioneer of donor advised funds, Philip T. Tobin is chairman and co-founder of the Hudson, Ohio-based iGiftFund, a national, independent sponsor of donor advised funds. Formerly CFO for the Cleveland Foundation and co-founder of the American Endowment Foundation (AEF), Phil is now dedicated to creating unique experiences for [...]

Your Guide to Donor Advised Funds – for Advisors2020-05-11T20:37:37+00:00

The Power and Impact of Women in Philanthropy

An Abstract from “Insights from the 2018 Study of High Net Worth Philanthropy1” Women are shifting the balance of values in communities, businesses, markets and philanthropy, their impact amplified by accelerating economic power and leadership visibility. By Phil Tobin, Chairman/President – iGiftFund As business owners and executives, philanthropists, investors, community and civic leaders, women  are [...]

The Power and Impact of Women in Philanthropy2020-04-15T16:51:25+00:00

Your Guide to Donor Advised Funds – for Donors

click here to download a pdf of this article Americans are currently experiencing the greatest transfer of wealth in history. The statistics paint the picture: An estimated $59 trillion will pass from an aging generation to younger generations by 2061, including $21 trillion destined for charities. At its peak, between 2030 and 2045, 10 percent of the total [...]

Your Guide to Donor Advised Funds – for Donors2020-11-20T18:01:28+00:00

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

Phil Tobin – Founder/Chairman of iGiftFund Today there are nearly 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 Sponsor2020-09-24T16:47:43+00:00

The Value of Family Philanthropy

Aligning your heirs around a guiding purpose for your family wealth and identifying philanthropic missions can help ensure successful wealth transfer for generations to come. By Phil Tobin This article is the second in a series taken from The One Page Legacy Plan by Phil Tobin, a free downloadable eBook from iGiftFund. In this piece, [...]

The Value of Family Philanthropy2020-04-15T16:54:33+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 Conversion2020-04-15T16:59:19+00:00

Charitable Giving – Phil Tobin Says: Live Your Values, Save On Taxes

By New York Times Bestselling Author Michael Levin You’re a generous person. You take care of the needs of your family, you give annually to your favorite charities, and you love to see those deductions reduce your tax bill. But as a result of the recent changes to the tax code, you probably are no [...]

Charitable Giving – Phil Tobin Says: Live Your Values, Save On Taxes2020-04-15T17:06:36+00:00

What Makes Us Independent and Why It Matters

When we read about independence, we associate it with qualities like “free from the influence, guidance, or control of another or others; self reliant”. True independence was woven into our fabric when we first became involved with donor advised funds over 30 years ago. It’s one of our top priorities. Independence Means Freedom from Outside [...]

What Makes Us Independent and Why It Matters2020-04-15T17:22:00+00:00
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