Giving Advice

10 Reasons You Should Consider Donor Advised Funds

July 21, 2015 Brian Kazanchy, RegentAtlantic As a Wealth Advisor, I work regularly with clients who have a great interest in making donations to charity. Although they could easily write checks to their favorite nonprofits, I usually suggest my clients look into using Donor-Advised Funds (DAFs) instead.…

What issues should you think about when structuring a bequest?

July 15, 2014 Many people ask the Community Foundation to help them build their charitable legacies. For those wishing to structure a bequest or other type of fund meant to last for generations, we offer a host of options and steward their legacies in line with their philanthropic intent.…

Jumping for the Cause Without Being Asked

By JACK SHAKELY. Reprinted from The New York Times, March 18, 2008.One of the first people to call to congratulate you is a guy from college you haven’t seen since graduation. He says that he and somebody named Tom Hamilton will be in town next week.…

The Legacy Your Children Deserve

by William T. Knox IV, CFP, CFA, JD, formerly of RegentAtlantic Capital, LLC From the moment our children are born, we must consider and plan for their future without us. As new parents, we are well advised to prepare for every scenario — including one in which our kids might lose both Mom and Dad prematurely.…

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.…

Charitable Giving Opportunities in Changing Times — Look Beyond Cash

by Sandra Brown Sherman and Tracy McSweeney Sandra Brown Sherman and Tracy McSweeney are both attorneys who specialize in the practices of trusts & estates and tax. Introduction Given the current turbulence in the market, many otherwise charitably inclined individuals may be reluctant to make sizable gifts from their available cash.…