Category Archives: Estate Planning

Family Discussions – Don’t Wait Until It’s Too Late

I have the opportunity to speak with people of all ages, professions, and interests each year about their estate and philanthropic planning. I usually begin by asking them questions about themselves and their family. If the client is retired, I’ll … Continue reading

Estate Planning As A Part of Strategic Philanthropic Giving

Estate planning can be your unique selling proposition to encourage philanthropy. When you look at individuals who are significant donors to charities, many of them have already written wills and established financial plans. This type of planning allows them to … Continue reading

Visual Planned Giving by Dr Russell James III

Dr. Russell James has gone and done it again, creating a meaningful book, which reinforces the importance of why visualization is essential in major charitable giving both as a major and planned gift. Visual Planned Giving: An Introduction to the Law … Continue reading

Anaheim NCPP 2014 – Disneyland, the Angels and Philanthropy

The Imagineering of Disneyland has transformed the landscape for families across generations. Who hasn’t experienced the magic of Disney or been touched by its amazing storytelling? This was always Walt Disney’s dream. Today Disney is a global brand recognized and … Continue reading

Peter Gilgan – Power Donor® Extraordinare

Why do I call Peter Gilgan a Power Donor®?  It’s simple, just imagine a world where everyone donated 1% of their net worth; if you are worth $1 million that would be a $10,000 donation to charity. Now, imagine donating … Continue reading

Grow A Relationship – Agree About Money

Money is often cited by relationship experts as the number one reason for relationship failure, in particular marriage. Why is money such a strong factor in determining one’s success in marriage, longevity and health? Maybe it really isn’t money that is the major … Continue reading

What Does Wall Street Know About Charitable Giving that Main Street Charities Don’t?

Did you know that major fund companies such as Fidelity and Schwab are now getting into the charity game on behalf of their clients? They are educating their advisors on how to discuss setting up donor advised funds to ensure they continue … Continue reading

Donate to Eliminate

I was encouraged to see the Laura Saunders’ article Tax Smart Philanthropy Made Easy in the Wall Street Journal (WSJ). This has been a key element of what we have been speaking to advisors, charities and individuals about in getting their … Continue reading

Your Most Important Assets Are Outside Your Portfolio

You might have been advised that the most crucial elements of wealth creation and preservation centres on your investment portfolio.  It doesn’t. As I see each day in our practice at FUNDING matters the huge financial issues in our lives … Continue reading

Challenge for Charities: Less than 1% of Boomers have a Charitable Giving Plan

If it isn’t tough enough to raise money for charities, the largest cohort of individuals set to inherit tens of billions of dollars in the coming decades does not have a plan for their charitable giving – can you say … Continue reading