I was having lunch last month with one of my favorite non-profit groups when the CEO pulled me aside to show me a novel email solicitation on his phone. The sender of the email promised to share cutting-edge expertise on how non-profits like his could boost their fund-raising efforts by taking donations in cryptocurrency. What? […]
Tag Archives | charitable giving
$6 Billion And Counting: MacKenzie Scott Rewrites The Rules Of Big Dollar Giving
We all know that wealthy people can and do give more money to charity than the rest of us, but MacKenzie Scott – the former wife of Amazon founder Jeff Bezos – is rewriting the rules about big dollar giving. Here’s what she just did that made the charitable world sit up and take notice. […]
Impact 100 Palm Beach County Kicks Off Grant Season for 2020-2021
Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]
What’s The Best Way To Give To Charity?
Many of our clients like to make gifts to charity. But what’s the best way to do so given all the recent changes in tax rules? The Journal of Financial Planning just published a research paper comparing some of the top options, like gifting assets that have gone up in value, giving directly from your […]
The Clock Is Ticking On Year-End Tax Moves
Tick, tock, tick, tock. Do you hear it? That’s the sound of time running out. We talked with financial journalist Robyn A. Friedman of City & Shore Magazine to share smart year-end tax moves that can save people money. “It’s not too late to review your tax situation for 2019 – or too early to […]
Don’t Overpay The IRS When Making Charitable Gifts
The one thing people never want to do is overpay Uncle Sam when they file their taxes. Unfortunately, that’s easy to do if you’re reporting charitable gifts made from your IRA (that’s a technique called a QCD or Qualified Charitable Distribution). We have several clients who used this technique last year as a way to […]
Giving Smarter: Using Your IRA To Make The World A Better Place
You may be like several of our clients who enjoy making charitable gifts. In the last few months, we’ve helped clients make generous donations to a number of programs benefitting colleges and universities, scholarship programs for working students, and international education organizations. To all of you who have made donations or who have helped good causes […]
Getting The Holiday Spirit: Sharing & Giving For The Holidays
Underneath all the toys and decorations, the holidays are all about giving and sharing. Let us know what causes and groups you’re choosing to share with this holiday season. We would be happy to spotlight some of the worthy groups you support. Here’s one group (and one that we support) that helps make a difference […]
Making A Difference
For most Americans, charitable giving is all about making a difference. But how can you make sure that what you give is really having an impact? And with so many groups and organizations out there, how can you direct your contributions so they go as far as possible? These were some of the topics we wrestled with […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
