Making Your Charitable Gift a Reality

In our series we have discussed how to determine if you can afford to be charitable, and if so, how to consider those things that provide you with your Charitable Aspirations. In this article, we consider how to go about making your charitable gift a reality. For our...

Charitable Aspirations

Where and How Do You Want to Interact with Charitable Giving? In our last article, we discussed how one can determine if they can be charitable. Once you have done the analysis to determine what assets and cash flow you need to provide for your living expenses through...

Can I afford to be charitable?

Intellectually, people know that charitable giving is a good thing. Emotionally, they know that giving will make them feel good. Yet, often they do not know how to think about their giving. Most questions they confront tend to center around “My first responsibility is...

Over-Valued and Under-Valued?

It can be hard to see what is appropriately valued when there are so many variables, pressures and external forces at play. Despite how calm or chaotic your day might look, the environment that we live, plan, and invest in is fractured, unprecedented, and shifting...