Category Archives: Family Legacy

Is this the Year to Create a Donor-Advised Fund?

Donor-Advised Funds are the fastest growing vehicles for charitable giving in the United States, and for good reason. They combine the high tax deductions of gifts to public charities with much of the personal involvement and customization enjoyed by those … Continue reading

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Finding Inspiration in February by Nancy B. Gardiner and Gioia Perugini

Although February is the shortest month, it is mighty. We have Valentine’s Day, a bright red reminder to celebrate those whom we love. President’s Day is not far behind, honoring the legacies of honesty and character exemplified by presidents such … Continue reading

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Wrapping It Up at Year End: How to Allocate Your Charitable Giving by Nancy B. Gardiner

The other day my daughter called me in a quandary about how much to give away to charity this year.  When I paused, she said, “Why don’t you have an answer? Isn’t this what you do for a living?” I … Continue reading

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