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2020 Giving Suggestions From Clients

As 2020 finally draws to a close, Bridget, Ari, and I have been finding ourselves extremely grateful to do meaningful work with clients we admire and love to serve. This year has made us more aware than ever before of what a privilege this is.  We've been looking for ways to give back to our [...]

By |2020-12-29T15:26:26-05:00December 29th, 2020|Uncategorized|Comments Off on 2020 Giving Suggestions From Clients

How can I make my giving more tax efficient? Charitable planning guide: Part five

In the final part of our charitable giving guide, we’ll discuss how you can make use your charitable giving program to reduce your taxes. There are a huge number of technical opportunities and challenges to doing charitable giving in a tax-efficient way. I won’t go into these in depth but I will offer a few [...]

By |2020-12-01T11:33:34-05:00December 1st, 2020|Charitable Giving|Comments Off on How can I make my giving more tax efficient? Charitable planning guide: Part five

How can I make giving more meaningful? Charitable planning guide: Part four

So far we’ve talked about why you should give, how much you should give and how to choose the organizations you donate to. That’s enough to get you started in your giving program, but how can you make your charitable activities more personally meaningful? Create a ritual for charitable giving Simply increasing your donations won’t [...]

By |2020-12-01T11:22:37-05:00December 1st, 2020|Charitable Giving|Comments Off on How can I make giving more meaningful? Charitable planning guide: Part four

Who should I give to? Charitable planning guide: Part three

Up to now we’ve talked about why you should give and how much of your income you should ideally think about donating [link]. Now we get to the fun part. Deciding which organizations deserve your money. Finding the most cost-efficient charities: Effective altruism. One way to choose the charities you want to support is to [...]

By |2020-12-01T11:12:10-05:00December 1st, 2020|Charitable Giving|Comments Off on Who should I give to? Charitable planning guide: Part three

How much should I give? Charitable planning guide: Part two

In the last post, we discussed why people give to charities—for many reasons, but most importantly because it’s important to do the right thing and knowing you are doing it is fulfilling. So, congratulations if you’re still here. You’ve decided to make charitable giving part of your life. Once you decide to give, the next [...]

By |2020-12-02T09:06:28-05:00December 1st, 2020|Charitable Giving|Comments Off on How much should I give? Charitable planning guide: Part two

Charitable giving: A five part series on more effective philanthropy

As the year approaches its end, lots of people begin to think about charitable giving. Unfortunately, this means that many people are rushing around trying to cram a year’s worth of giving back into one of the busiest months of all. If this is you, maybe it’s time to consider developing a well-planned, strategic, year-round [...]

By |2020-12-02T12:05:32-05:00December 1st, 2020|Charitable Giving|Comments Off on Charitable giving: A five part series on more effective philanthropy

Discussing Investing During Political Turmoil with Ron Lieber (NYT)

Ron Lieber, at the New York Times, is one of my favorite personal finance writers. His commitment to consumers is unerring and his ability to make complex issues understandable and actionable is exceptional. Given my admiration for his work, I was especially honored when he reached out to discuss financial planning and investing during moments [...]

By |2020-12-01T10:29:41-05:00December 1st, 2020|Uncategorized|Comments Off on Discussing Investing During Political Turmoil with Ron Lieber (NYT)
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