For Donors
Giving Advice
Legacy Planning
Our family’s security is a priority for all of us. A holistic approach to planning that takes into account broader issues such as values, family legacy, and “big-picture” goals can provide for our families in more meaningful ways.
In this first article in a series on legacy planning, William T. Knox IV, CFP, CFA, JD, of RegentAtlantic Capital, LLC, shares his insights on how to create a legacy your children deserve.
Charitable Giving Opportunities in Changing Times — Look Beyond Cash
Given the current turbulence in the market, many otherwise charitably inclined individuals may be reluctant to make sizable gifts from their available cash. Yet those same individuals may have other valuable assets (some of which may not be producing much if any cash flow) that might be particularly attractive to charities.
In this article, attorneys Sandra Brown Sherman, a Partner at Riker, Danzig, Scherer, Hyland & Perretti LLP, and Tracy McSweeney, an Associate at the same firm, explore non-cash giving opportunities for these changing times.
Donating Cars Wisely
Many of us have seen the billboards and heard the radio ads about donating a used car. Some of us have also read newspaper and magazine articles that talk about the "scam" operations that have accompanied some of the car-donation organizations. Some of these scams might result in the ineligibility of the donation for income taxes, or an unnecessary liability to the original owner because the title was never transferred properly.
What Is Pre-emptive Philanthropy?
“There is a way to avoid awkward situations like that lunch with your old college chum and the fund-raising pro. It's called pre-emptive philanthropy. By practicing it you will probably feel happier about the gifts you do make, and you will give in ways that have more impact.”
