Posts Tagged: Giving

Ross Polking Thumbnail Photo

As 2015 starts to wind down, many investors are thinking about how to positively impact causes and organizations about which they are passionate. A further benefit of this endeavor is the opportunity to lessen one’s annual tax burden. A donor advised fund (DAF) is a fantastic tool for gifting and tax mitigation that is worth considering. DAFs are philanthropic vehicles operated by public charities which are relatively uncomplicated, widely available,...

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Martha Gribble

Generosity is an important component of life. It can take many forms: sharing time, skills, possessions, business interests and property, as well as securities (stocks, bonds, mutual funds) and cash. You can give food to a food pantry, teach a class at a church, buy something at a charity auction, or write a check. These are simple. But other assets—items such as vehicles, jewelry, art, collectibles, shares of a business,...

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Martha Gribble

Winston Churchill wisely stated, “We make a living by what we get, but we make a life by what we give.” Giving without expecting anything in return is the essence of generosity. It may be motivated by gratitude, a desire to help others, to share our values with the next generation or for any number of other reasons. Generosity can be simple or complex, and giving can take many forms...

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Joe Bantz, CFP®, AIF®

I Love Giving!

One of the roles I cherish in my work at Foster Group is being part of our Charitable Giving Team. Each year, our group meets regularly to give away money and promote generosity. What fun! Last fall, the team challenged each Foster Group employee to give away a $50 bill … then share their story. And the stories came in – a $50 tip to an unsuspecting waitress at Red Lobster,...

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