donor advised fund

/Tag:donor advised fund

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

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

Why Craft a Mission Statement for Your Donor Advised Fund?

2018-02-08T17:04:43+00:00

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 car [...]

Why Craft a Mission Statement for Your Donor Advised Fund? 2018-02-08T17:04:43+00:00

Volunteering (giving time and talent) is a transformational experience

2018-02-02T14:55:03+00:00

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 drugs [...]

Volunteering (giving time and talent) is a transformational experience 2018-02-02T14:55:03+00:00

Closing the Generational Gap with Family Philanthropy

2017-12-19T18:07:38+00:00

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 was [...]

Closing the Generational Gap with Family Philanthropy 2017-12-19T18:07:38+00:00

Why Support Favorite Causes Through a Donor Advised Fund?

2017-11-30T16:26:00+00:00

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 and [...]

Why Support Favorite Causes Through a Donor Advised Fund? 2017-11-30T16:26:00+00:00

How to Change the World – Finding Philanthropic Focus

2017-11-29T20:33:00+00:00

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 new [...]

How to Change the World – Finding Philanthropic Focus 2017-11-29T20:33:00+00:00