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
Blog
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
Getting Started in Philanthropy: A Guide to Giving
New to charitable giving or want to be more effective? Here is a pathway toward the joy of making a difference. Read More
Being a Novice
In a November 2022 interview, Amazon founder and multi-billionaire Jeff Bezos said philanthropy is hard. What do we do when new things are hard? If we’re smart, we ask for help. Read More