donor advised fund

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Charitable Giving – Phil Tobin Says: Live Your Values, Save On Taxes

By New York Times Bestselling Author Michael Levin You’re a generous person. You take care of the needs of your family, you give annually to your favorite charities, and you love to see those deductions reduce your tax bill. But as a result of the recent changes to the tax code, you probably are no longer [...]

Charitable Giving – Phil Tobin Says: Live Your Values, Save On Taxes 2019-05-01T17:40:50+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 Listen 2019-03-14T16:18:06+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 Cash 2019-03-15T13:26:05+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 Ingredient 2019-03-15T13:26:54+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 Life 2019-03-15T13:39:35+00:00

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

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 2019-03-15T13:40:17+00:00

Are Your Kids Suffering from Too Well Off Syndrome?

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? 2019-03-15T13:41:13+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 car [...]

Why Craft a Mission Statement for Your Donor Advised Fund? 2019-03-15T13:43:19+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 drugs [...]

Volunteering (giving time and talent) is a transformational experience 2019-03-15T13:44:57+00:00