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Will New Tax Laws Impact Your Charitable Giving?

2018-06-22T17:23:36+00:00

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? 2018-06-22T17:23:36+00:00

Charitable Giving – Looking Beyond Cash

2018-05-11T13:22:30+00:00

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 Cash 2018-05-11T13:22:30+00:00

Your Vision of Success Is Missing This Vital Ingredient

2018-04-20T17:23:51+00:00

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 Ingredient 2018-04-20T17:23:51+00:00

Creating a Legacy Centered Around Life

2018-04-05T16:29:55+00:00

“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 Life 2018-04-05T16:29:55+00:00

Donor Advised Fund Sponsorship vs. Stewardship: Two Very Different Things

2018-03-14T17:14:17+00:00

As you may already know, a donor advised fund is a charitable giving vehicle sponsored by a public charity. When you establish a donor advised fund with us, we become the public charity that sponsors your fund.  You recommend the grants and we make them on your behalf to the charities you choose to support. But [...]

Donor Advised Fund Sponsorship vs. Stewardship: Two Very Different Things 2018-03-14T17:14:17+00:00

Are Your Kids Suffering from Too Well Off Syndrome?

2018-02-28T19:06:53+00:00

Are your kids suffering from too well off syndrome?  If so, how do you turn things around? You, like so many successful individuals, have a nagging concern about teaching your children and grandchildren the mindset and skills to handle the challenges that come with inherited wealth. Simply growing up watching you make sound financial decisions isn’t [...]

Are Your Kids Suffering from Too Well Off Syndrome? 2018-02-28T19:06:53+00:00

Beyond Date Night – How Giving Can Bring Couples Closer Together

2018-02-14T19:36:41+00:00

In today’s hyper-busy culture, many couples end up living almost separate lives during their first one or two decades together. This doesn’t mean they don’t have a close relationship, or that they never do anything together. But, between career demands, shuttling kids to activities, managing the home and all that goes with it, couples need a [...]

Beyond Date Night – How Giving Can Bring Couples Closer Together 2018-02-14T19:36:41+00:00