by Andrew Hibel | Nov 23, 2016 | Donor Impact, Featured, Linked In |
As the end of the year approaches, it is easy to get caught up in the hustle of all the things to get done, the preparing, perhaps traveling, the celebrations to attend or maybe even something difficult that’s keeping your attention. Through all of this, we hope you can take pause and just ponder all of the things that you have to be thankful for. Today, we are doing just that, and we can certainly look to YOU with such appreciation and thanks for your interest in or support of The Advise Us Fund. It’s been a tremendous year, and all that we are doing to work to help others and fulfill our mission would not be possible without your support. We hope you and your family have a wonderful Thanksgiving and many good wishes as we embark on 2017! From generation to generation, The Board of Directors, Staff and Volunteers of The Advise Us...
by Andrew Hibel | Aug 29, 2016 | Featured, Linked In |
Being a middle-aged man with a family, my wife and I have been reviewing our estate plans with the intention of revising them. 15 years ago, our attorney-led us through a relatively simple process. This time, I am searching for an app to help me manage the process. An app that will give us what we need to do if we plug in answers to a few multiple choice questions. Unfortunately, this app does not exist and I was stuck for a while trying to find out the status of our plans. In lieu a magical app, I have found the following helped me to break the cycle of procrastination in estate planning: Review and Assemble Current Documents – This may seem simple but this can be complex with wills, trusts, retirement plans and life insurance. Make sure you know where everything is and what is in it. A good summary can be found on RetiredBrains.com. Take a Current Inventory of All Assets – Simply put, in the worst case scenario, it is important to let people know where things are. The inventory should also be a part of your documents. RetiredBrains.com also has a great checklist for items to include. Think of The Important People – We live our lives with and, in many ways, for our loved ones. If you look at the wallpaper of my smartphone, you will see a picture of my loved ones. I’m sure your loved ones occupy similar spaces and you may want them to occupy similar spaces in your estate plans. Think of The Values You Want to Pass On—We donate...
by Robert Freedman | Jul 31, 2016 | Linked In |
Santa Fe Community Foundation celebrates 35 years The foundation builds and manages charitable funds established by individual donors, families, and organizations. It also serves the philanthropic sector of New Mexico by training nonprofits in effective collaboration, defining board and staff roles and preaching community philanthropy. Read more...
by Hiram Wurf | Sep 22, 2015 | Linked In |
Value investing – financial advisors can “improve client philanthropic experiences” & strengthen relationships with client families through better charitable engagement #charity
by Hiram Wurf | Sep 18, 2015 | Linked In |
When is the Best Time for Children to Start Giving to Charity?
