Donor Advised Funds

/Tag: Donor Advised Funds

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

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

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 giving [...]

Meaningful Philanthropy for Millennials2019-03-15T13:44:29+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 basis [...]

Tips for Choosing the Right Charity2019-03-15T13:45:59+00:00

What Will Your Legacy Be

We all leave a legacy that has nothing to do with the assets that comprise our estate. We can have absolutely nothing, no material possessions at the end of our life, and still we have a legacy. That legacy is our story and our values. Those are what we pass on to our children and grandchildren. [...]

What Will Your Legacy Be2019-03-15T13:50:52+00:00