Women & Wealth

What Should Board Members Do Now?
Longevity and Legacy: Maintaining Relationships in the Age of Social Distancing
Two Top of Mind Questions in A Volatile Market
Four Things Successful Women Do in Big Financial Transitions
What Do Female Founders Need? Women Investors
Charitable Gifts and a DAF: Better Together?

Charitable Gifts and a DAF: Better Together?

by Shea McCabe, Jennifer Ostberg
Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know.

Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning, Women & Wealth


Likes 0
SHARE
Bookmarks
Five Financial Tips for Female Founders
Two Numbers You Need to Know
Tips for Making Your Charitable Donations Count

Tips for Making Your Charitable Donations Count

by Robert Dietz, Jennifer Ostberg
Philanthropic giving is inherently personal because it is rooted in your values and in how you choose to fulfill your sense of responsibility to your family, the community, and the world. Here are a few tips to ensure your gift qualifies for a charitable income tax deduction.

Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth


Likes 0
SHARE
Bookmarks
Don’t Miss Out on These Year-End Tax Strategies
Philanthropy in Motion
Two Charitable Vehicles That Go Hand in Hand

Two Charitable Vehicles That Go Hand in Hand

by Anne Bucciarelli, Jennifer Ostberg
How do you choose between starting a private nonoperating foundation and a donor-advised fund? In many ways, they are quite similar. They can be perpetual in nature and allow you to establish a legacy, engage your family in your giving program, and pass on your philanthropic values to your next generation. But there are some key differences.

Athletes & Entertainers, Business Owners, Philanthropy, Women & Wealth


Likes 0
SHARE
Bookmarks
The Investor’s Survival Guide to a Long Life
Back to a top