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So far Emily Bauer has created 16 blog entries.

Private Foundations and Donor Advised Funds – The Best of Both Worlds

This article explores two strategies for family philanthropy, the Private Foundation (PF) and the Donor Advised Fund (DAF) and how these effective and meaningful tools for family philanthropy can help your clients increase the likelihood for the successful transfer of their family wealth.  Most material on this subject addresses these two strategies as an “either [...]

Private Foundations and Donor Advised Funds – The Best of Both Worlds2021-07-30T17:29:53+00:00

Why Some Wealth Transfers Succeed – and Others Fail

Sound asset stewardship and family unity each play a tremendous role in successful generational wealth transfer. Here’s why philanthropic giving can contribute to both of those goals. This article is the third in a series taken from The One Page Legacy Plan by Phil Tobin, a free downloadable eBook from iGiftFund. In this piece, [...]

Why Some Wealth Transfers Succeed – and Others Fail2020-04-15T16:53:13+00:00

This Simple Strategy Can Help Make Your Legacy an Enduring One

What will happen to your established wealth in generations to come? By working together with family and trusted financial advisors, you can boil the future of your wealth down to a single page. By Phil Tobin This article is the first in a series taken from The One Page Legacy Plan by Phil Tobin, a [...]

This Simple Strategy Can Help Make Your Legacy an Enduring One2020-04-15T16:55:20+00:00

Getting Started with Your Family Mission Statement

A family mission statement is a critical part of successful wealth transfer, uniting all family members and heirs around a common, agreed-upon purpose – and it’s the foundation of your enduring legacy. This article is the fifth in a series taken from The One Page Legacy Plan by Phil Tobin, a free downloadable eBook from [...]

Getting Started with Your Family Mission Statement2020-04-10T18:46:42+00:00

Why Understanding the “What” of Family Wealth is Important to Success

Making critical, successful decisions when it comes to wealth transfer and inheritance depends on a comprehensive understanding of what makes up that wealth. Here’s what you—and your heirs—should know. This article is the fourth in a series taken from The One Page Legacy Plan by Phil Tobin, a free downloadable eBook from iGiftFund. In [...]

Why Understanding the “What” of Family Wealth is Important to Success2020-04-03T12:00:51+00:00

Last-minute Tax Situation: A Donor Advised Fund – the Right Option

It’s the week before Christmas.  One of your favorite clients, Bill Smith, calls to tell you that he just received an unexpected year-end bonus of $175,000 and he is concerned about this taxable event.  He wants your advice on charitable giving options.  With only a few days left, the clock is ticking.  What advice can [...]

Last-minute Tax Situation: A Donor Advised Fund – the Right Option2020-04-15T17:01:12+00:00
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