Tag: Charitable Giving
May 25, 2026
“But we can’t cut back our giving; they depend on us.” A couple who were my clients some years ago retired just as the dot-com crash had eroded their savings. Yet they wanted to continue the generous donations they had been giving to their church and several...
Jul 22, 2024
The first time I heard of a Donor-Advised Fund (DAF), I imagined a complex, high-maintenance charitable fund that would cost an arm and a leg to establish and maintain. I was mistaken. You don’t need a fortune to channel your giving through a DAF. These funds are...
Dec 25, 2023
One of my clients, whose immediate family includes 30 people, has described himself as a Grinch when it comes to Christmas gift-giving. “Every year I swear I’m going to shop early, and every year I procrastinate. I never know what to get for people, and it seems...
Dec 19, 2022
With all the supply chain chaos, inflation, and uncertainty in the economy, this year is a perfect time to celebrate Christmas in the manner of Ebenezer Scrooge. If you’re superficially familiar with Dickens’s A Christmas Carol, the first thought that may come to mind...
Dec 12, 2022
This time of year, we are surrounded by opportunities to give. Both our email inboxes and our snail mailboxes are jammed with solicitations for donations to charities, food banks, religious organizations, arts organizations, and more. We can give locally, nationally,...
