Featured Fundholder: Building Bridges, Defending Israel, and the Power of Strategic Philanthropy
Daniel Posner shares how his organization, Athletes For Israel, is helping build bridges with athletes and sports fans.
Daniel Posner shares how his organization, Athletes For Israel, is helping build bridges with athletes and sports fans.
A donor advised fund (DAF) is a simple, flexible, and tax-efficient way to manage charitable giving. By naming a DAF as a beneficiary of an IRA, individuals can ensure their charitable legacy while maximizing tax benefits and reducing administrative burdens on heirs. What is a Donor Advised Fund? A donor advised fund is a charitable…
by Ellen Smith-Israelson, CFRE For years, financial experts have been discussing the great wealth transfer estimated at $68 trillion that is occurring as the boomers age and money transfers to their heirs. Many speculated that this would trigger a great windfall for charities, but is the much heralded Golden Age of Philanthropy actually upon us?…
by Tamar Snyder Holly Newman Kroft is a Managing Director and Senior Wealth Advisor at Neuberger Berman Private Wealth where she works closely with ultra-high net worth individuals and their families to develop customized investment solutions and address estate planning needs. Barron’s has consistently ranked Holly among the top advisors in the nation, including No.…
by Ellen Smith Israelson Among the many concerns that clients express when there is a decline in the markets and increasing inflation, is their ability to continue supporting their favorite charities. If your clients have already established JCF accounts or other donor advised funds, they are in a good position to continue their charitable giving…