Skip to content

We have learned a lot over our years of serving clients and we happily share what we know free of charge!

Recent Articles

Part 5: How can I make my giving more tax efficient? Charitable planning guide

In the final part of our charitable giving guide, we’ll discuss how you can use your charitable giving program to reduce your taxes. First, we value many kinds of giving:
Read More

Part 4: How Can I Make Giving More Meaningful?

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
Read More

Part 3: Who Should I Give To?

Up to now we’ve talked about why you should give and how much of your income you should ideally think about donating. Now we get to the fun part –
Read More

Part Two: How Much Should I Give?

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
Read More

Part One: 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
Read More

Risk Factors

I was recently interviewed by Emily Stewart (Vox) for The stock market can be an emotional roller coaster. It shouldn’t be. She asked about the emotions surrounding investments, trying to
Read More