Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
At Foster Group, we encourage our clients to live lives of meaning and generosity, and some of our clients embody this. Of all the amazing stories I’ve heard, the following has impacted me most deeply.
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
Stories like this spread and inspire others to be generous.
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Foster Group has a number of philanthropically-focused team members who can walk you through the integration of charitable intent with your financial plan. There are several ways to give, save taxes, help worthy organizations, and leave a legacy both through heirs and non-profit organizations.
Stories like this spread and inspire others to be generous.
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Foster Group has a number of philanthropically-focused team members who can walk you through the integration of charitable intent with your financial plan. There are several ways to give, save taxes, help worthy organizations, and leave a legacy both through heirs and non-profit organizations.
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.