Oct 12, 2020 | Charitable Giving, Financial planning
Russell James, the well-known Texas Tech professor, is fond of saying that gift planning can do two things, lower taxes and trade a gift for income. Of course, there are many ways to accomplish this goal, but basically, gift planning should appeal to those individuals...
Aug 31, 2020 | Charitable Giving
Known somewhat erroneously as the Chamberlain Curse, this expression seems to be part of our collective current experience. These are interesting times indeed. I sense that current events have resulted a feeling of a loss of control on many fronts. The current...
Aug 5, 2020 | Charitable Giving, Financial planning
A few decades ago, I met Charles W. Collier. He was the Senior Philanthropic Advisor at Harvard University and somewhat of legend in his own time. He had written a book entitled, Wealth in Families, which is an effective manual on the subject of helping families deal...
Jul 6, 2020 | Charitable Giving
The current politically charged environment offers plenty of opportunity to become increasing concerned about the future. Martin Luther once said, “Even if I knew that tomorrow the world would go to pieces, I would still plant my apple tree.” I feel that this quote...
May 1, 2020 | Charitable Giving, Financial planning, Investing
Recent events have many development professionals scratching their heads with regard to asking for needed funds. With all the media attention being given to the reduced economic activity and diminished wealth, not to mention an unprecedented health crises, it’s no...
Apr 3, 2020 | Charitable Giving
The current economic environment, although quite different in many respects, is somewhat reminiscent of the 2008 financial crises. Back then, financial markets responded by adjusting downward in value to reflect the reality of the time. I was meeting with a client of...
