Your Mission Statement: Tips for Completing Your First Draft
Solidifying and writing down the family mission statement makes it official, and is one of the last and most important steps in creating your family legacy plan. By Phil Tobin This article is the [...]
Determining Your Family Values
Discussing and agreeing upon the guiding values of your family is an important part in drafting your family mission statement, which can help determine the direction of your legacy for generations to come. By [...]
Your Guide to Donor Advised Funds – for Advisors
By Phil Tobin, Chairman/President iGiftFund An early pioneer of donor advised funds, Philip T. Tobin is chairman and co-founder of the Hudson, Ohio-based iGiftFund, a national, independent sponsor of donor advised funds. Formerly CFO [...]
The Power and Impact of Women in Philanthropy
An Abstract from “Insights from the 2018 Study of High Net Worth Philanthropy1” Women are shifting the balance of values in communities, businesses, markets and philanthropy, their impact amplified by accelerating economic power and [...]
Your Guide to Donor Advised Funds – for Donors
An early pioneer of donor advised funds, Philip T. Tobin is chairman and co-founder of the Hudson, Ohio-based iGiftFund, a national, independent sponsor of donor advised funds. Formerly CFO for the Cleveland Foundation and [...]
Not All Donor Advised Funds Are Alike: What to Look for in Selecting a Sponsor
Phil Tobin – Founder/Chairman of iGiftFund Today there are nearly 1,000 public charities that sponsor DAFs, the fastest-growing and most active philanthropic vehicle in America…but not all sponsor programs are alike. With so many [...]
The Value of Family Philanthropy
Aligning your heirs around a guiding purpose for your family wealth and identifying philanthropic missions can help ensure successful wealth transfer for generations to come. By Phil Tobin This article is the second in [...]
A Win/Win Opportunity: A Tax-Wise Roth Conversion
Clients can convert their traditional IRAs to Roth IRAs regardless of income or marital status. One of the biggest stumbling blocks in deciding to convert, is their reluctance to pay taxes on the converted [...]