Two years ago, I wrote about creating my own charitable giving strategy, which I then documented in spreadsheet-y glory. I’m back to tell you how I’ve changed and improved it since then.Continue reading
How Much Money Should You Give to Charity?
As we near the end of charities’ fiscal years, you might notice nonprofits reaching out to supporters—like you—to assist with their year-end fundraising goals. So you may be wondering: as a person who cares about the world around me, how the heck can I organize my charitable giving efforts?Continue reading
You Want to Give Money to Charity. Should You Use a DAF?
Good on you for wanting to share some of your good fortune, for wanting to help people, communities, and causes that deserve it.Continue reading
How I Created My Own Charitable Giving Plan
Do you have a charitable spirit? Maybe you already give some money away. Perhaps you want to start giving. Are you stymied by the “But HOW exactly?” of charitable giving? Is it hard to figure out how much money to give and which organizations to give the money to?Continue reading
Airbnb Is Going Public. What a Good Time to Give Away Your Money.
If you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.Continue reading
Just pick an easy way to give to charity and go. Think about taxes later.
The vast majority of my clients say they want to give more to charities and causes they care about, and, importantly, be more structured and formal in their giving.
Maybe you’re better off giving your money to causes you care about, and not focusing on tax-deductibility.
When I started my firm in 2016, our household income went to $0.
Being the financial planner I am, my mind went immediately from “we have no income” to “oooh, what kind of tax strategies can I take advantage of this year?” One of the decisions we made was around charitable contributions.
Do you want to be more politically involved? Being intentional about your finances can help.
Money, politics, and sex. Three things you’re not supposed to talk about in polite company. So, let’s talk about them. At least, the first two. I’ve got to know you a bit better before we talk about sex. I’m an old-fashioned kind of gal in that way.
So Your Company Is Going IPO
Is your company going IPO? With all the stories of IPO riches that transform people’s lives life, you must be getting excited.
Charitable Giving for Tech Employees…Take Advantage of Your Unique Opportunities.
A friend of mine in the Bay Area recently learned from a local charity that women in tech between the ages of 25 and 45 are their biggest donors. Continue reading