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
What Women in Tech Need to Know about the Recent Stimulus Package
As you might be aware, in late December 2020, the president signed into law another round of economic stimulus. In March 2020, we had the CARES Act. Now we have the Consolidated Appropriations Act of 2021.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.
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 DeppContinue reading