Legacy

Home/Phil Tobin

About Phil Tobin

This author has not yet filled in any details.
So far Phil Tobin has created 20 blog entries.

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

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

Tips for Choosing the Right Charity

If you’re like many people who establish a donor-advised fund for philanthropic giving, you probably already have a passion for certain causes. Often, individuals and families set up donor-advised funds out of a strong desire to share their blessings and make positive change in the world. Many donors have given to charities on an individual [...]

Tips for Choosing the Right Charity2020-04-15T17:31:02+00:00

Why Support Favorite Causes Through a Donor Advised Fund?

A donor-advised fund can help you maximize the power of your philanthropy. Many of us procrastinate until the last minute to consider donating to charities at year-end. If this describes you, don’t feel bad, you’re in good company. But you can do something about it. A donor advised fund can help you with both short [...]

Why Support Favorite Causes Through a Donor Advised Fund?2020-04-15T17:32:32+00:00

How to Change the World – Finding Philanthropic Focus

Some people already have a fairly good idea as to where they’d like to direct their philanthropic giving. But given the wide array of social, scientific research, and environmental needs, many others find it difficult to decide on a specific area of grantmaking from their donor-advised fund. Should you make grants to organizations that support researching [...]

How to Change the World – Finding Philanthropic Focus2020-04-15T17:25:52+00:00

Closing the Generational Gap with Family Philanthropy

A report published in 2012 by Pew Research Center shows that fully 50% of successful individuals worry that their children, or other heirs, do not have the proper financial skills to handle inherited wealth. If half are concerned about this, it’s likely that the other half should be. In 1877, when Cornelius Vanderbilt died, he [...]

Closing the Generational Gap with Family Philanthropy2020-04-15T17:23:24+00:00

The New Authors of Philanthropic Legacy: Women

Back in the 1960s and 1970s, as women began to venture into the workforce and become more independent, TV became rife with commercials themed around this newly empowered female persona. It didn't matter what the commercials were selling, the message was clear: women can make a difference in their lives and the lives of others. [...]

The New Authors of Philanthropic Legacy: Women2020-04-15T17:21:19+00:00

Volunteering (giving time and talent) is a transformational experience

Americans are known around the world for their generosity.  Giving is part of our very nature.  Unique among nations, this reputation for caring predates the Declaration of Independence. Americans give generously of their treasure.  In 2016, Americans gave nearly $400 billion to charity.  In perspective, that is $100 billion more than Americans spent on prescription [...]

Volunteering (giving time and talent) is a transformational experience2020-04-15T17:20:26+00:00

Why Craft a Mission Statement for Your Donor Advised Fund?

Regardless of their size, most businesses have some sort of mission statement meant to guide the focus and general intent of their daily activities. But it’s not only the typical business that benefits from the clarity of a mission statement. Many non-conventional organizations, as well as sole proprietorships, have them: poetry websites, yoga studios, and classic [...]

Why Craft a Mission Statement for Your Donor Advised Fund?2020-04-15T17:18:04+00:00

Meaningful Philanthropy for Millennials

If your parents or grandparents have been involved in philanthropic giving for many years, they probably hope you and any siblings will continue to honor this family legacy once they’re gone. How will you do that while also adding your own new story to the legacy of the past? Start by answering why they began [...]

Meaningful Philanthropy for Millennials2020-04-15T17:19:42+00:00
Go to Top