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 [...]
Welcoming Kathryn Kubiak-Rizzone
We are excited to announce that Kathryn Kubiak-Rizzone has joined the Values Added team as an associate financial advisor! Kathryn loves helping women and families navigate the many financial decisions [...]
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 [...]
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 [...]
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 [...]
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. [...]
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 [...]
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 [...]
The charitable hack that saved me thousands in taxes and increased my mindfulness
For much of my adult life, every December 31st I'd fall into the same trap. Around Thanksgiving, I'd remember that I was supposed to do my charitable giving for the [...]