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 [...]
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 they face on the path to financial freedom, with a specific focus on serving the intersectional needs of women, people of color and LGBT+ folx. [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 year. I'd think about how meaningful it would be, how much of a difference it would make, how carefully I'd choose the organizations, how my [...]
The May/June edition of the Brown Alumni Magazine features Zach and Values Added (link)! "Brown’s alumni ranks are full of people who aim to do well and also do good. Zach Teutsch ’05 has made it his mission to help others do the same."
