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
philanthropy
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
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
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