ebau21@gmail.com

Home/Emily Bauer

About Emily Bauer

This author has not yet filled in any details.
So far Emily Bauer has created 16 blog entries.

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. [...]

How the CAA Sweetens the Pot for Charitable Giving in 20212021-06-23T23:42:13+00:00

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 [...]

The CARES Act Sweetens the Pot for Charitable Giving in 20202020-09-30T16:44:16+00:00

Using the Right Philanthropical Tools to Meet Your Goals and Share Your Legacy

Determining the goals of your One Page Legacy Plan is an important final step. Just as important is taking advantage of the right tools – like donor advised funds – to meet those goals effectively, and to ensure your legacy is an enduring one. By Phil Tobin This article is the last in a series [...]

Using the Right Philanthropical Tools to Meet Your Goals and Share Your Legacy2020-05-07T20:21:27+00:00

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 Advisors2021-05-02T17:33:10+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

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
Go to Top