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Tag Archives | Giving

Investing In Gifts

In a December 16 article in the online magazine Mainstreet, Kristen Colella discusses some innovative ways to give financial gifts. She goes beyond ideas like college funds or cash for grandkids to consider stocks, collectible items, and even remodeling projects. Rick is one of the financial planners she interviewed for the piece. It offers some […]

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Santa’s Money Scripts

During this season of shopping, gift-giving, and family celebrations, it’s all too easy to lose control of our money decisions. Our money scripts, or unconscious beliefs about money, can push us into overspending, make us fearful and resentful about giving, or generate all kinds of money stress. Given the scope of his giving, just imagine […]

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Passing The Hat 2.0 Teleclass Recording Now On Website

Philanthropic giving can be flexible, easy, and fun.  Regina Jahr from the Black Hills Community Foundation educated us on all the benefits of letting them take the work out of giving.  The recording will let you know how: You can take a deduction for a charitable gift and not designate the charity you want to receive it […]

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