Aug 19, 2022 | Charitable Giving
Several years ago a friend came to see me about his pending retirement. He had been the top sales person in his firm and the company was being sold. As he had no equity in the business, he would have to rely on the company provided retirement plan as well as his...
Apr 5, 2022 | Charitable Giving
I suggest that you look in your donor data base. See if you can identify those seniors who have been consistent donors and have now reduced their annual giving. I have encountered donors in this situation, who concerned with their late in life financial situation, are...
Dec 13, 2021 | Charitable Giving
I have some personal observations regarding the current state of affairs that surround me that might be helpful to you as you plan for 2022. Daily traffic, restaurants, travel, in person meetings, business interactions, personal savings, stock prices, and inflation...
Jul 12, 2021 | Charitable Giving
One of the benefits of working in wealth management for 50 years has been the impact clients have made on the causes and organizations that they care about. Most have shared time, talents, and treasure resulting in improving the state of the world in various ways....
May 4, 2021 | Charitable Giving, Taxes
Social Capital is a term that may have different meanings for different people. A common definition is that it is a set of shared values that allows individuals to work together to effectively achieve a common purpose. In the context of financial planning, it has...
Feb 1, 2021 | Charitable Giving
According to the Wall Street Journal, 2020 was a banner year for charitable giving. Much of this increase was Covid relief related as individuals found new and innovative ways to help. My experience with clients was similar as many saw a greater need and responded. I...
