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Tag: Charitable Giving

Charitable Giving With A Donor Advised Fund

Watch this video on YouTube In A Christmas Carol, Charles Dickens has a scene where two charity workers raising funds for the poor approach Ebenezer Scrooge on Christmas Eve. “. . . What shall I put you down for?” “Nothing!” Scrooge replied....

Bundle Charitable Giving Through Donor Advised Fund

Watch this video on YouTube With changes to standard and itemized deductions under the new tax law, many CPA’s and tax attorneys are recommending a strategy of bunching or bundling deductible spending into alternate years. I wrote about this approach a few weeks...

Complex Link Between Giving and Happiness

Watch this video on YouTube Recently a reader suggested I write about the relationship between giving and happiness, noting that research shows people who give to charity are happier. One such study from Harvard Business School in 2009 is titled “Feeling Good...

Charitable Giving and Tax Benefits

Watch this video on YouTube You may have read that Facebook founder, chairman, and CEO Mark Zuckerberg has announced plans to gift substantially all of his Facebook stock to a philanthropic company called the Chan Zuckerberg Initiative, named after himself and his...

The Secret to Santa’s Business Success

Watch this video on YouTube This time of year, millions of toys are handed out in the name of Santa Claus. Supposedly they come from Santa’s workshop, but let’s get real. There’s no way that one elderly, overweight man can possibly produce all those...