Some thoughts about exercising wise stewardship.
Posts Categorized: Charitable Giving
It is not easy for nonprofit organizations to secure new funding sources every year. When a regular donor passes away, the organization is often left with a desperate need to replace the funding. If you want to avoid this happening to your favorite charity, you can leave an endowment in your estate plan for a lot less money than you probably think.
Here are some things you should consider if you are charitably inclined this Holiday Season.
Donors give — and give more — when they are confident that their gifts will make a real difference.
There is a place for special trusts and foundations, but they can be expensive to set up and operate. There are many ways you can be charitable both in your own family and in your community.
Guidelines for how to pick the right charities to be the recipients of your donations.
Charitable planning requires careful reflection and making wise choices.
Here is a way to test drive your estate plan while you can still tweak it.
There were a number of important tax developments in the fourth quarter of 2011. Be sure to consult your trusted tax advisors if any of these apply to you.
70% of intergenerational wealth transfers fail, according to research conducted on over 3,250 families who transferred wealth.