The year 2004 and my boys had come home from preschool and each had planted seeds and seen a small plant emerge and they were not impressed. For some reason this bothered me that the miracle of life did not excite them ...(more)
1) Every meaningful donation begins with a conversation.
Do you have a process or methods to open up the space to have a meaningful conversation? Have you used tools like "values cards" or well, thought-out questions ...(more)
Best assets to give to your favorite charity or charities? Qualified Retirement Accounts: IRA, 401(k), SEP-IRA, Profit sharing, or 403B plans. Why? They create a special tax inside your estate called IRD or Income ...(more)
Yes, there are 7 varieties of Foundations and each require reporting and work. The Private Foundation or Family Foundation is potential a very flexible and friendly way to engage family. If your funding is less than ...(more)
There are several ways to achieve real impact and make a real difference as it relates to social issues you value. One of the ways is through creating a small micro loan a.k.a. micro finance. This could be done ...(more)
The estate attorneys and CPA are singing the answer in unison right now IRD's. What is IRD? Income in respect to decedent or in simple terms these are assets that have deferred tax liabilities like non-qualified ...(more)
Are you looking to do a little research on who you are thinking of giving money or maybe you have been approach to give to a charity and your not sure. What resources are available online? It's a lot different today ...(more)
Whenever I talk with CPA's and they find out I have worked with boards and small nonprofits within a short period either a question or comment goes like this... Isn't it amazing how much fraud goes on with small ...(more)
Does it seem odd to anyone that Private charities like the Private Family Foundation is require to be fully disclosed? So, if you have a Family Foundation the checks out the door are required Public Disclosure form ...(more)
Lets hop into a time machine. We’re back in 2007 and you’re sitting with your financial advisor. She offers you two investment options: One is a pool of U.S. backed mortgage securities packaged by a gigantic, powerful ...(more)
You could receive an immediate income tax deduction. With a properly structured gift, you could realign your investment portfolio without paying capital gains tax on appreciated property. Another strategy may allow you ...(more)
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BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.