Holiday Charitable Giving
How to Focus Your End of Year Giving
With 2020 soon (thankfully!) coming to a close, you and your family are likely considering the best way to contribute your end-of-year charitable dollars. With all the worthy causes to support—and the need greater than ever, how will you decide (or if you’re an advisor, help your clients decide) where to focus? One of the…
Family Celebrating and a Gift to Find Balance
Happy holiday week! I have a gift for you (be sure to scroll down to open it). First, I have to ask: How are you and your family celebrating? What traditions did you grow up with that you now carry forward? I grew up in Summit, New Jersey, and in our family, we celebrated both…
How Family Office Staff Can Support Family Philanthropy
With the holiday gifting frenzy behind us, and now that we’re well into the new year, I’ve been thinking about how wealthy families can sustain the generous (albeit impulsive) spirit of the holidays into more strategic giving throughout the year. Wouldn’t that be a fantastic resolution to keep? While what I like to call “spray…
Giving Shelter: How You Can Help Families in the Philippines
Now that Thanksgiving, Black Friday and Cyber Monday have come and gone, consider an alternative to buying more ‘stuff’ for the family, friends, clients, and business associates on your gift list. Don’t get me wrong; I like stuff just as much as anyone. However, I am called this year to opt out of materials gifts,…