Philanthropy Archives - Flow Financial Planning

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

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.

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.

FlowFP's Block Wo,man contemplates various options for charitable 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.

Flow FP's block woman careens toward November 6 in her Uber

Are You Waiting for the Uber Lockup to Expire? Here’s How You Can Prepare.

I know many things about the upcoming expiration of the Uber lockup:

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.

How Can Women in Tech Help?

Last week I published a minimalist blog post the day after the presidential election giving the standard (and sensible) financial advisor advice: Read More

Skip the latte. Not for your budget, but for your happiness.

Money doesn’t buy you happiness, but it buys you a big enough yacht to sail right up to it.

-Johnny DeppRead More

Socially Responsible Investing: Is It a Good Idea for Women in Tech?

If you’re a woman in tech, you’re likely interested in Socially Responsible Investing. You’re affluent, highly educated, and female. The exact demographics most interested in SRI. Which is to say, my clients.Read More

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. Read More