Pooled Income Versus Donor-Advised Funds

Posted by Gavin Morrissey, JD, LLM

October 22, 2014 at 1:30 PM

Many clients find great satisfaction in donating to a charitable mission that they are passionate about. And it doesn't hurt that there's usually an associated income tax benefit as well. As a financial advisor, you are in a unique position to help your clients create and implement a giving strategy to achieve philanthropic and tax planning goals.

Let's compare two giving options that can address both of these objectives: pooled income versus donor-advised funds.

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Topics: Financial Planning

Charitable Trust Planning 101

Posted by Gavin Morrissey, JD, LLM

October 21, 2014 at 10:00 AM

Charitable trusts are a popular vehicle for giving, but they can be somewhat complex. To help you sort through the details, I've compiled some basic information about charitable trust planning that can help you guide clients' donations—and help fulfill their philanthropic and financial goals.

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Topics: Financial Planning

6 Things to Do Before Your Clients Give to Charity

Posted by Gavin Morrissey, JD, LLM

October 15, 2014 at 1:30 PM

At one point or another, many of your clients may want to donate some of their wealth to philanthropic organizations. Their passion and excitement for a certain cause, however, may hinder them from doing their due diligence. As their advisor, you can help them make smart, informed decisions—and help make the giving process a joyful one from start to finish.

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Topics: Financial Planning

Are Your Clients Donating to Charity? Consider These 6 Giving Strategies

Posted by Gavin Morrissey, JD, LLM

October 14, 2014 at 10:00 AM

For your clients, choosing a charity to support is usually the easiest part of the charitable giving process because they probably have a personal connection to specific causes. But with the many giving strategies, tax issues, and timing concerns, sorting out how to give is not always so straightforward.

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Topics: Financial Planning

October Is National Cyber Security Awareness Month

Posted by Lindsay Baker

October 13, 2014 at 3:42 PM

Cybersecurity is more important today than ever before. Without a doubt, we use the Internet every day for a wide variety of reasons—and the risks of doing so are very real. To protect our finances, identities, and privacy, it’s vital to educate ourselves about online threats and make protection a priority.

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Topics: Information Security

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