As a member of your advisory team, a philanthropic advisor can help you define your desired societal impact, set charitable goals, consider the interplay among these goals and other personal objectives, then lay out a customized plan tailored to achieving them. Read More
Blog
Is it time to bunch up?
People who regularly give to charity sometimes choose to “bunch” their donations in some years by giving two or more years’ worth of contributions to their favorite organizations. This way, they benefit from an income-tax deduction, thereby reducing the cost of the gifts by the amount of their tax savings. Read More
Practical Tips for Year-End Contributions, 2023 Edition
It is the season of giving. If you are making year-end charitable gifts, here are some tips to maximize results for you and the causes you care about. Read More
The Ins and Outs of Gift Agreements, Part 2
We introduced this topic earlier, but some elements of a gift agreement are nuanced and deserve a little more attention. Let’s dig in. Read More
The Ins and Outs of Gift Agreements
A financial advisor recently told me about a client who made a major charitable commitment. The gift was for a building project. “This was a big gift,” the advisor said. “Shouldn’t there have been a gift agreement?” Read More
Endowment: A User’s Guide
Endowment is a powerful tool for support of a charity’s mission, but it is often not fully understood by the general public. In this article, we explore the concept from the donor’s perspective. Read More