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 [...]
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So far Emily Bauer has created 16 blog entries.
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, [...]
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 [...]
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 [...]
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 [...]
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 [...]