Tag Archives for " non-profits "

Nov 06

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

By Steven Smith | Peak Thoughts , Philanthropy , Uncategorized

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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Jul 06

Summit Foundation Educational Workshop: “Saving the Family Cottage”

By Steven Smith | Financial Lifestyle , Life Transitions , Mountain Lifestyle , Non Profits/Foundations , Wealth Management

The Summit Foundation’s fourth annual educational workshop will be held Friday, July 13th at Beaver Run Resort & Conference Center, 9:00–11:00 am. This year, we have the honor of hosting Cottage Law attorney and author David Fry, Esq., who will present “Saving the Family Cottage.” Join us for an information-packed session where you will learn ways to preserve the family vacation home for future generations and minimize the expense and agony along the way.

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