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Your Guide to Donor Advised Funds

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 wealth in this country is expected to change hands every 5 [...]

Your Guide to Donor Advised Funds2019-03-14T15:39:55+00:00

Qualified Charitable Distributions (QCDs) for Donors

While most taxpayers will benefit from reduced tax rates and expanded tax brackets under the new tax laws, many will elect not to itemize this year. Rather, they will opt to claim the higher standard deduction ($12,000 for single filers and $24,000 for married filing jointly)… and that may include you. With that in mind, here [...]

Qualified Charitable Distributions (QCDs) for Donors2019-03-14T15:47:34+00:00

When Donors Speak, DAFs Listen

Read about Donor Advised Funds in this Crain's article by Jeremy Nobile Whether it's for the tax benefits, low hurdles for participation, overall flexibility or a number of other factors, donor-advised funds (DAFs) are seeing capital flowing in and out of them reach record levels. And even though new tax codes in 2018 have cast some [...]

When Donors Speak, DAFs Listen2019-03-14T16:18:06+00:00

What will the new tax law mean to you as you develop your charitable-giving strategies for 2018?

What will the new tax law mean to you as you develop your charitable-giving strategies for 2018? While you may benefit from reduced tax rates and expanded tax brackets, it’s likely that many taxpayers will elect not to itemize this year. Rather, they will opt to claim the higher standard deduction ($12,000 for single filers and [...]

What will the new tax law mean to you as you develop your charitable-giving strategies for 2018?2019-03-14T16:17:12+00:00

Ten Questions to Help Families Navigate the Great Wealth Transfer

Read Phil Tobin's latest article published in Wealth & Management: Americans are currently experiencing the greatest transfer of wealth in history, and many may be unprepared to successfully navigate it. The statistics paint a 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 [...]

Ten Questions to Help Families Navigate the Great Wealth Transfer2019-03-15T13:21:13+00:00

News Release – Phil Tobin Launches National Donor Advised Fund

News Release Phil Tobin Launches National Donor Advised Fund  iGiftFund to Participate in Fastest Growing Planned Giving Platform in America Hudson, Ohio – July 1, 2018 – Eighteen months after leaving American Endowment Foundation (AEF), Hudson, Ohio resident Phil Tobin announces the launch of iGiftFund, an independent, advisor-managed, Donor Advised Fund (DAF) with the goal of [...]

News Release – Phil Tobin Launches National Donor Advised Fund2019-03-15T13:24:05+00:00

Will New Tax Laws Impact Your Charitable Giving?

No doubt, the Tax Cut and Jobs Act (TCJA) of 2017 will change your tax planning in one way or another. Despite any alterations to your planning process, there’s one thing that won’t change: the desire held by many people to donate to the charities and causes they care about. And this drive to give typically [...]

Will New Tax Laws Impact Your Charitable Giving?2019-03-15T13:25:30+00:00

Charitable Giving – Looking Beyond Cash

Americans have a deep desire to become involved with and have an impact on various societal issues and alleviate suffering where there’s great need.  If you’re involved in regular charitable giving, you know how satisfying it is to know that you’re truly making a difference. Giving cash, often referred to as “checkbook charity” is the popular [...]

Charitable Giving – Looking Beyond Cash2019-03-15T13:26:05+00:00

Your Vision of Success Is Missing This Vital Ingredient

How do you define success? Ask 10 different people this question and you’re likely to get 10 different definitions. The typical dictionary definition characterizes success as “an accomplishment of a goal or purpose.” While this is true, by necessity it leaves out details individuals like you and me associate with a successful life. The missing ingredient [...]

Your Vision of Success Is Missing This Vital Ingredient2019-03-15T13:26:54+00:00

Creating a Legacy Centered Around Life

“Choose well. Your choice is brief, and yet endless.” ~Goethe What does the word “legacy” mean to you? Most people, when asked this question might say that legacy refers to what a person leaves behind, such as wealth and other assets. While this is a part of what makes up a person’s legacy, this perception associates [...]

Creating a Legacy Centered Around Life2019-03-15T13:39:35+00:00