You likely want your charitable donations to be as effective as possible when you give. A donor-advised fund (DAF) is a charitable investment account to support the organizations you care about. DAFs are one of the fastest-growing giving vehicles in the United States because they are one of the easiest and most tax-advantageous ways to give to charity.
During the pandemic a group of Emory University researchers wrote, “In times of great stress, stories sustain us.” According to their study, children who know their family stories are more resilient, weather stress better throughout their lives, exhibit more self-esteem, and have higher quality friendships over those who did not know their origin stories.
As the end of 2022 approaches, charitable giving may be at the forefront of your year-end planning. Before donating, it is important to review the increased standard deduction thresholds to gift in a tax-efficient manner.
SignatureFD’s CEO Heather Robertson Fortner talks about SignatureFD’s brand promise Net Worthwhile and how it helps connect the pieces of wealth, so they can work more intentionally.
Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is…
As we enter the 2024 Medicare open enrollment period (October 15, 2023, to December 7, 2023), we are helping break down some of the complexities of Medicare.
So, you’ve got some extra cash, and you want to leverage it in a way that can support you in growing, protecting, giving, and living your wealth to the fullest.
We are pleased to introduce SignatureStories, a video series of people discussing their journey of wealth, happiness and ultimately, their NET WORTHWHILE™. Please Note: No portion of the video content…
Private Placement Insurance (PPI) vehicles have steadily gotten more attention in the high-net-worth space over the past few decades.
Leslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as…
