Charitable Giving
Benefits, Generosity, Succession
Brian Cochran joins the Campbell Law Reporter to discuss the importance of entrepreneurial generosity, beginning with tips for how small business owners can navigate benefits. He advises owners who might be wondering how they can better care for and retain employees to build a culture of generosity by rethinking their benefits packages. This culture of…
Half Your DAF
2020 was a unique year financially, resulting in a lot of cash just sitting there, unused. This is a perfect time to give and “half your DAF” (donor advised fund). Ask yourself, how much do I really need? How much is enough and what do I do with the rest? Many people find they have…
Your 2021 Giving Plan
For a lot of people, January is the start of new resolutions, many that stick and many more that putter out after a month or two. We believe that making the decision to be more generous is one that everyone and anyone can, and should, adopt. Developing (and adhering!) to a giving plan is easier…
Generosity Principles: The P’s of Giving
Increasing your family’s generosity is easier when you have a giving plan based on sound principles. I frequently meet families who have a plan for saving, investing, or spending, but an intentional giving plan is rare. Why is this the case? As we talk to new clients, they often express a goal to give more…
Principles for Real Generosity
2020 has been a year of many ups and downs. But giving will always have the power to lift. Brian Cochran joins us to discuss the P’s of giving, the impact of sacrificial generosity, as well as how the market has fared since the presidential election.