tax benefits

Why Support Favorite Causes Through a Donor Advised Fund?

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 [...]

Phil Tobin2020-04-15T17:32:32+00:00April 9th, 2020|Tags: donor advised fund, favorite causes, grants, philanthropy, tax benefits|

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 [...]

Phil Tobin2020-04-15T17:15:00+00:00April 9th, 2020|Tags: charitable giving, donor advised fund, legacy, philanthropic plan, success, tax benefits|