non-profits Archives - Rightpath Investments & Financial Planning, Inc.

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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Summit Foundation Educational Workshop: “Saving the Family Cottage”

Financial Lifestyle, Life Transitions, Mountain Lifestyle, Non Profits/Foundations, Wealth Management / By Steven Smith / July 6, 2012

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.

Charity Begins at Home, But Where Does it Go From There?

Leave a Comment / Financial Lifestyle, Money, Non Profits/Foundations, Small Business / By Steven Smith / September 10, 2010

Are you or your clients struggling with a way to make philanthropy a more meaningful part of your wealth management? Hear from professional advisors on practical steps you can take to integrate giving into your financial lifestyle and family financial plans.

Welcome to Mountain Money Blog

Financial Lifestyle, Financial Planning, Investment Management, Money, Mountain Lifestyle, Newsletters, Non Profits/Foundations, Small Business, Wealth Management / By Steven Smith / August 18, 2009

Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit.