Why Some Wealth Transfers Succeed – and Others Fail
Sound asset stewardship and family unity each play a tremendous role in successful generational wealth transfer. Here’s why philanthropic giving can contribute to both of those goals. This article is the third in [...]
This Simple Strategy Can Help Make Your Legacy an Enduring One
What will happen to your established wealth in generations to come? By working together with family and trusted financial advisors, you can boil the future of your wealth down to a single page. By [...]
My Mother’s Legacy
Hazel Van Dyke Patterson One October day 34 years ago my mother was a vibrant 71-year-old who loved to bowl and visit friends. The next she was gone. Only it didn’t seem [...]
DAF Sponsorship vs. Stewardship: Two Very Different Things
As you may already know, a donor advised fund (DAF) is a charitable giving vehicle sponsored by a public charity. When your clients establishes a donor advised fund with iGiftFund, they are dealing with [...]
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 [...]
Creating a Legacy within a Legacy
We’ve all heard the expression Shirtsleeves to shirtsleeves in three generations—one generation accumulates the money and the next two spend it down to zero or thereabouts. Shirtsleeves-to-shirtsleeves seems to put the blame for dissipating [...]
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 [...]
News Release – Phil Tobin Launches National Donor Advised Fund
News Release Phil Tobin Launches National Donor Advised Fund iGiftFund to Participate in Fastest Growing Planned Giving Platform in America Hudson, Ohio – July 1, 2018 – Eighteen months after leaving American Endowment Foundation [...]