Franklin Retirement Solution
Willow Grove, PA:
A Note On RMDs For Charitable Folks
Last year's tax cuts doubled the standard deduction, but by doing so, it made it a lot harder for folks to use deductions they had used in the past. One big change concerned charitable giving. But if you’re one of those who likes to donate to church or charity AND you have an IRA AND you’re over the age of 70 and a half… there is actually a loophole you can use.
It is known as the Qualified Charitable Deduction, or QCD. What it is, technically, is the donation of IRA assets to a qualified charity. While it doesn’t technically…
Why I No Longer Try To Fulfill My RMDs From Accumulated Cash
When I started RMDs, I figured that I would make them from accumulated dividends for as long as I could, which I thought would be several years. Along the way,
Few Sour Notes For Honeywell
Honeywell posted a surprisingly strong 8% organic revenue growth rate, with strong results in aerospace, automation, and building tech. Margin leverage was okay
A Founder's Guide to Convertible Notes and SAFEs vs. Equity
A few years back, it seemed like there were 10,000 articles on the pros and cons of raising relatively modest amounts of capital using traditional equity
Why convertible notes are safer than SAFEs
As the saying goes, where you stand on an issue often rests on where you sit. Translated into startup law and finance, your views on how to approach fundraising are often heavily influenced by where your company and your investors are located. As a startup lawyer at Egan Nelson LLP (E/N), a leading…
Why Giving to Charity Is Good for Business
Your charitable gifts are good for humanity, and they can benefit your company.
How to Use an Adjustment Note to Record Bank Fees in Quickbooks
Did your bank charge you a fee for a customer’s payment? If so, you’ll need to record it. Customers can’t predict whether or not banks will charge you a fee. Maybe the customer made a wire transfer, in which case your bank added a fee to your account. Regardless, it’s important to record fees such […]
Seven Surprises About Convertible Notes That Founders Should Know
Over the past two years, there has been an explosion of the use of convertible notes for seed rounds. It used to be these debt instruments that convert to
Risk Parity Made Easy: Cliff’s Notes and Other Key Readings
What is risk parity? Is leverage an essential part of the strategy? How have risk strategies performed over time? Larry Cao, CFA, addresses these questions and highlights some of the most insightfu…
Why Are Charitable Donors Charitable?
Many philanthropic advisers stress that giving is not always this black and white: people need to get the emotional reward of giving first, but having a way to measure what those dollars do will sustain their giving. You might say the “head” versus the “heart” is an age-old dynamic and...
What is Your Charitable Giving Story?
Connect your charitable giving story with a strategy to help you make the greatest impact.
Why Do Individuals Make Charitable Gifts?
One can't raise money for a charity without having an insight into this question and its answers. In my experience, the reasons individuals make
How to Market to Millenials with Charitable Brand Components
As we are all aware, Millennials take up a very special place in the marketer’s heart. We love them, hate them, try desperately to understand them, and when we succeed, reap the benefits tenfold.
How to cope with a deluge of year-end charitable appeals
How are you coping with the seemingly endless charitable appeals at this time of year? If you’re like most Americans, both your mailbox and your in-box are stuffed with donation requests. Your friends may also be ramping up charitable appeals on Facebook. Experts acknowledge that it’s normal to feel overwhelmed. When limited money meets incessant …
How Supporting Charitable Causes Can Help Build AUM
Learn how top advisors create events around supporting charitable causes. Learn about International Women's Day and other business-building charitable events.
How to make charitable donation dollars work harder
As part of its strategic planning five years ago, CAMPUS USA Credit Union leaders decided to make its already-generous charitable giving program a more organized, focused operation. Two key improvements have helped them achieve that goal: Establishing a charitable foundation with a board that directs donations Charitable donation accounts that offset some of the program’s …
How to Decide Where to Donate Money and Make an Impact Right Now
How to Build a Socially Minded Enterprise
Smart steps for developing the messaging around your charitable efforts.
81 percent of couples make donations together. How to do it right.
When most attached people give to charity, they do it with their partner, according to a survey by Fidelity Charitable.
How workers could give to charity just like they give to their 401(k)
Charitable giving by middle-income Americans has fallen off in recent years.
Some Ideas for Charitable Giving
“Charitable planning can provide financial benefits, in addition to the satisfaction in helping others…”
