Leave the Gift of Giving as part of your Estate Plan
Category: Financial Planning » Charitable Giving
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Let Charitable Giving Take the Sting Out of Taxes
Category: Financial Planning » Charitable Giving
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.
Money Can’t Buy Happiness, or Can It
Category: Financial Planning » Charitable Giving
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning » Charitable Giving
One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.
Passing on the Spirit of Generosity in a Tax Smart Manner
Category: Financial Planning » Charitable Giving
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?
Preparing Your Heirs for the Great Wealth Transfer
Category: Financial Planning » Charitable Giving
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.
Tax Planning Strategies For 2019: How Can You Act Now?
Category: Financial Planning » Charitable Giving
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
Teaching Your Kids to be Grateful and Giving
Category: Financial Planning » Charitable Giving
Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.
Thanks a Million
Category: Financial Planning » Charitable Giving
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.
Tax Planning Strategies For 2019: How Can You Act Now?
Category: Financial Planning » Charitable Giving
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
Teaching Your Kids to be Grateful and Giving
Category: Financial Planning » Charitable Giving
Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.
Thanks a Million
Category: Financial Planning » Charitable Giving
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.
The Four Uses of Money
Category: Financial Planning » Charitable Giving
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
The Gift of Financial Success
Category: Financial Planning » Charitable Giving
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
The Joy of Generosity
Category: Financial Planning » Charitable Giving
In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.
The Promise of Small Beginnings
Category: Financial Planning » Charitable Giving
Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.
Three Ways to Teach Kids Important Financial Skills
Category: Financial Planning » Charitable Giving
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
Webinar: ThanksGIVING
Category: Financial Planning » Charitable Giving
Available on demand now, our ThanksGIVING webinar on charitable giving tactics. In this 30 minute webinar, we cover tips on giving, regardless of the amount, satisfying a required minimum distribution, and some of the top questions from our audience.
What Does It Mean to Be an Investor? – Part Two
Category: Financial Planning » Charitable Giving
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
What I Have Learned From My Journey of Generosity
Category: Financial Planning » Charitable Giving
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.