Tag: charitable giving

How I Created My Own Charitable Giving Plan: The Final Installation (Probably)

Block Woman reviews a hand-written list of potential charitable donations. There is a pile of cash underneath the list.

Two major iterations (and several years) later, my charitable plan is finally where I want it to be. That said, even my original plan was good enough as it was! After all, the charities were still getting our money, and that’s the whole point. So, please, if there’s one lesson you take away from my “journey,” let it be: Just Start Somewhere.

Magical (“Magical”) Personal Finance Tactics

Block Woman, a pinkish triangle block on the left, is tipping slightly towards an upturned black top hat.

Are you tempted to believe that there are magical solutions to your financial problems?

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How I Created My Own Charitable Giving Plan: An update 2 years later

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.

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How Much Money Should You Give to Charity?

Block Woman holds one penny with a stack of pennies on the floor next to her. She is looking at some symbols of charities on the wall.

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?

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Making Decisions Is Exhausting. Rules and Automation Help You Make Fewer Decisions in your Finances.

Block Women is lying on her side with a cartoon dialogue cloud above her head showing a complex decision diamond flowchart

You and I probably have at least one thing in common: the administrative burden of modern life is exhausting. Overwhelming. Frustrating. Just nothing good about it, but we can’t escape it.

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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.

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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?

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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.

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Airbnb Is Going Public. What a Good Time to Give Away Your Money.

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

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.

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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.

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Maybe you’re better off giving your money to causes you care about, and not focusing on tax-deductibility.

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

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.

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Don’t Put Your Tax Return Away Yet! Look for a Few Bits to Improve Your Finances Going Forward.

Tax Day arrives abruptly for Flow Financial Planning's Block Woman.

Welp, you’ve done your taxes. At least, I sure hope you have.

In this here blog post, I wish not to look backwards and cast aspersions at the IRS or the Trump Administration or your company’s HR department (although lord knows, at times they’ve all deserved it…some more than others). Instead I want to show how you might use your 2018 tax return to make your ongoing finances better.

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