Recent Content

AUTHOR
Z-A

Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives

Category: Financial Planning » Charitable Giving » DAF
By Ashlee Vieregger
12/15/2025

Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.

What’s In Your (Charitable) Toolbox?

Category: Financial Planning » Charitable Giving » DAF
By Andy Rushenberg
09/22/2021

Our vision at Foster Group is to influence thousands of individuals, families, and organizations with wise financial counsel while encouraging the pursuit of meaningful living and generous giving. One of the ways we like to do this is by expanding our clients’ giving toolbox.

Two Ideas for Year-End Tax Savings | Financial Perspectives

Category: Financial Planning » Charitable Giving » DAF
By Kent Kramer
11/11/2024

In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.

Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives

Category: Financial Planning » Charitable Giving » DAF
By Ashlee Vieregger
12/15/2025

Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.

What’s In Your (Charitable) Toolbox?

Category: Financial Planning » Charitable Giving » DAF
By Andy Rushenberg
09/22/2021

Our vision at Foster Group is to influence thousands of individuals, families, and organizations with wise financial counsel while encouraging the pursuit of meaningful living and generous giving. One of the ways we like to do this is by expanding our clients’ giving toolbox.

Two Ideas for Year-End Tax Savings | Financial Perspectives

Category: Financial Planning » Charitable Giving » DAF
By Kent Kramer
11/11/2024

In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.

Thanks a Million

Category: Financial Planning » Charitable Giving » DAF
By Ethan Gascho
10/28/2021

We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you. 

Alphabet Soup

Category: Financial Planning » Charitable Giving » DAF
By Wade Den Hartog
06/01/2021

Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.