Insights

Insights2019-05-01T17:30:31+00:00

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 [...]

April 26th, 2020|Comments Off on Your Mission Statement: Tips for Completing Your First Draft

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 [...]

April 19th, 2020|Comments Off on Determining Your Family Values

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 [...]

April 18th, 2020|Comments Off on Your Guide to Donor Advised Funds – for Advisors

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 [...]

April 9th, 2020|Comments Off on The Power and Impact of Women in Philanthropy

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 [...]

April 9th, 2020|Comments Off on The Value of Family Philanthropy
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