Having Good Advisors Is Not the Same as Having a Plan Most people assume that if they have a CPA, a financial advisor, an insurance professional, and an estate planning attorney, they have a comprehensive plan. In many cases, what they actually have is a collection of...
Trust accounting issues can arise far earlier than most trustees expect. A trustee does not need years of experience, a long administration, or complicated assets for this question to surface. In many cases, it comes up in the first year of administration, sometimes...
Part 10: Planning Your Giving Strategy Your Giving Blueprint: A Step-by-Step Guide to Getting Started Over the course of this series, we’ve explored the heart and strategy behind charitable giving, from foundational principles to advanced planning tools. We’ve...
Part 9: Case Studies and Real-Life Applications Stories of Impact: How Strategic Giving Changed Lives Charitable giving, when paired with thoughtful planning, can do more than support worthy causes; it can transform lives, preserve wealth, and create enduring...
Part 8: Common Pitfalls and How to Avoid Them Charitable Giving Mistakes That Can Cost You Charitable giving is one of the most rewarding aspects of financial planning. It allows donors to support causes they care about, reduce tax burdens, and build a legacy of...
Part 7: Faith-Based Giving and Stewardship Giving as Worship: Integrating Faith and Financial Planning For many donors, charitable giving is not merely a financial decision, it is a spiritual obligation. It reflects a worldview shaped by faith, stewardship, and a...
Part 6: Family Foundations and Legacy Building a Family Legacy Through a Private Foundation Charitable giving is often a deeply personal act, but it can also be a profoundly communal one. For families who wish to make philanthropy a shared endeavor, one that spans...
Part 5: Charitable Remainder and Lead Trusts Give and Receive: Using Charitable Trusts to Benefit Both Family and Charity Charitable giving is often framed as a one-way transaction – resources flowing from donor to nonprofit, with the primary benefit accruing to the...
Part 4: Appreciated Assets and Tax-Efficient Giving More Than Cash: Donating Stocks, Real Estate, and Business Interests When most people think about charitable giving, they think about cash. A check written to a local nonprofit, a credit card donation made online, or...
Part 3: Giving During Life vs. At Death Now or Later? Timing Your Charitable Gifts for Maximum Impact Charitable giving is not only about how much we give or to whom, but also about when. Timing plays a critical role in both tax efficiency and the strategic impact of...
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