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Planning to Give

August is not a time we typically hear a lot about charitable giving.  Most donations occur at the very beginning or end of the year, which on top of making mid-year cash flow a challenge for nonprofits, also means that their causes are often out of sight and mind. In...

Learning from Children about Charity

My husband works for the Leukemia and Lymphoma Society.  Through his job I am able to witness medical miracles, courageous determination and amazing acts of selflessness.  Many times, it is a child who amazes me the most. In his current campaign, Man and Woman of the...

Your Sphere of Care

It’s hard to believe, but Thanksgiving is only a week away and the holiday season will be fast to follow. Before the madness starts, I want to take a moment to discuss charitable giving.  It’s a subject that comes up often with clients, one we’ve...

Planning Ahead

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 that was signed into law on December 17th clears up the uncertainty hanging over tax and financial planning decisions – but only until the end of 2012. Here are a few things to think...