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 iGiftFund to Participate in Fastest Growing Planned Giving Platform in America Hudson, Ohio – July 1, 2018 – Eighteen months after leaving American Endowment Foundation [...]
A family mission statement is a critical part of successful wealth transfer, uniting all family members and heirs around a common, agreed-upon purpose – and it’s the foundation of your enduring legacy. This article [...]
Making critical, successful decisions when it comes to wealth transfer and inheritance depends on a comprehensive understanding of what makes up that wealth. Here’s what you—and your heirs—should know. This article is the [...]
