About Emily Bauer

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So far Emily Bauer has created 20 blog entries.

How Your Senior Clients Can Avoid the Tax Bite on Distributions from IRAs

Starting at age 70½,  clients (and qualified spouses) can now make a Qualified Charitable Distribution (QCD), up to $100,000 each, to eligible charities, from their traditional IRAs with no effect on taxable income. Problem: Donor Advised Funds (DAFs) are not eligible to receive QCDs. Solution: iGiftFund is unique among most national DAF sponsor in offering [...]

2024-01-18T16:33:17+00:00November 30th, 2022|

Tax-Smart Roth Conversions through a Donor Advised Fund

Recent changes in the Secure Act are prompting an increasing number of your clients to consider Roth conversions. You are in a unique position to help your clients lessen the tax impact of the conversion and enhance your relationship as trusted advisor all while adding long term AUM.  It’s a win-win situation. Problem: How to [...]

2022-11-07T14:52:31+00:00November 7th, 2022|

Taking Center Stage: Women’s Unique and Potent Charitable Giving

In the past, the world of philanthropy was largely controlled by men. But now, women are taking center stage. Successful, high-net-worth women are giving to charity in a big way that’s only projected to get bigger. By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers [...]

2022-10-10T23:08:36+00:00October 10th, 2022|

Two Ways to look at Charitable Giving in America: Why One Way Favors the Gifting of Appreciated Assets

Americans are known, from the time of the Revolution, for their deep desire to become involved with and have an impact on various societal issues and  alleviate suffering where there’s great need. "I have seen Americans making great and sincere sacrifices for the key common good and a hundred times I have noticed that, when [...]

2022-09-24T19:00:03+00:00September 24th, 2022|

How the CAA Sweetens the Pot for Charitable Giving in 2021

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) of 2020 provided incentives that encouraged charitable giving during a time of the COVID hardship. With the demands on charities increasing, the government extended these tax incentives for 2021 under the Consolidated Appropriations Act (CAA), signed into law by the President on December 27, 2020. [...]

2021-06-23T23:42:13+00:00May 31st, 2021|

The CARES Act Sweetens the Pot for Charitable Giving in 2020

iGiftFund is uniquely positioned to offer fund options that qualify for CARES Act incentives The CARES Act provides significant incentives for donors to consider as part of their year-end charitable giving plan - but these incentives are available only in 2020.  It is important to note that Donor Advised Funds (DAFs), Private Foundations and Supporting [...]

2020-09-30T16:44:16+00:00June 1st, 2020|

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 [...]

2020-05-05T02:11:03+00:00April 26th, 2020|

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 [...]

2020-04-19T17:09:26+00:00April 19th, 2020|

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 [...]

2021-05-02T17:33:10+00:00April 18th, 2020|
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