Philanthropy Archives - Rightpath Investments & Financial Planning, Inc.

The IRA Charitable Rollover – Laserlike Tool for the Seasoned Philanthropist

Peak Thoughts, Philanthropy, Tax Planning, Uncategorized / By Steven Smith / November 16, 2018

‘Tis the season…for charitable giving. In our last post, we discussed the basics of the new tax law, its possible effects on charitable donations and the concept of “bunching” and a Donor Advised Fund as a workaround. Today we address the IRA charitable rollover – or, more technically, the qualified charitable distribution (QCD). IRA Goes …

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Regaling the Donor Advised Fund – The Swiss Army Knife of Charitable Giving

Peak Thoughts, Philanthropy, Uncategorized / By Steven Smith / November 6, 2018

Nothing sharpens the mind like a deadline. Sometime around Halloween, when we have a couple of months left in the year, we begin to think in earnest about our charitable giving. On account of the charitable contribution deduction on Schedule A of the 1040 individual income tax return, many taxpayers scramble to complete their charitable …

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Putting the Community in Community Foundation

Financial Lifestyle, Financial Planning, Money, Mountain Lifestyle, Non Profits/Foundations, Philanthropy, Wealth Management / By Steven Smith / November 30, 2012

Occasionally I write articles for The Summit Foundation newsletter. This piece explores the genesis of the community foundation model and how The Summit Foundation exemplifies it in many respects.

Giving Back: Consider Real Estate for Charitable Giving

Non Profits/Foundations, Philanthropy, Wealth Management / By Steven Smith / May 22, 2012

Occasionally, thinking outside the box is the best course in developing a charitable giving plan. Donors can use almost any kind of property to fund a charitable gift. It pays to conduct a thorough analysis of the various possibilities from tax, financial and legacy perspectives.

Children and Philanthropy

Leave a Comment / Philanthropy, Wealth Management / By Steven Smith / February 24, 2012

Denver Post columnist Bruce DeBoskey continues to nail it in his On Philanthropy column. This week’s column, on the subject of engaging children in philantropy, is chock full of ideas and resources for getting kids away from their computer screens and out there making a contribution. Involving children (and grandchildren) in philanthropy is a great way for …

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Strategic Philanthropy

Leave a Comment / Philanthropy / By Steven Smith / December 21, 2011

Denver columnist Bruce DeBoskey writes about transitioning from being a donor to becoming a strategic philanthropist.

Remembering Philanthropy

Leave a Comment / Life Transitions, Money, Philanthropy / By Steven Smith / September 22, 2011

We all have something to give — time, money, ideas or things that we can send out into the world — to make it a better place. The recession and agonizingly slow recover, however, have pushed most of us to ignore or slow down on various forms of giving. Don’t let your philanthropic intents slide; instead, great or small, make them a robust part of your financial planning and you will reap the rewards even during difficult times.