Mike ToddYear End Charitable GivingIt’s raining in Vancouver, which means autumn is here and our thoughts turn to… year end charitable donations.Oct 13, 2016Oct 13, 2016
Mike ToddFrom Private Foundation to Donor Advised Fund: Quicker Than You ThinkThis post is a follow-up to Which is Better: Donor Advised Fund or Private Foundation? My comments there about the lack of privacy in a…Sep 6, 2016Sep 6, 2016
Mike ToddWhich is Better: Donor Advised Fund or Private Foundation?When working with donor advised funds (DAFs), one of the issues that inevitably arises is the comparison between DAFs and private…Jul 13, 2016Jul 13, 2016
Mike ToddHow to Have the Philanthropic ConversationIf you’ve been following along with this series for financial advisors, you’ll know that I’ve tried to make the case that your charitable…Jun 15, 2016Jun 15, 2016
Mike ToddHow Donor Advised Funds Will Enhance Your Wealth Management PracticeIn my previous article, I talked about how philanthropy is not just a good thing to do for the world; it’s also a productive way for a…May 24, 2016May 24, 2016
Mike ToddWhy Should a Financial Advisor Care About Philanthropy?From the point of view of a financial advisor (FA), encouraging your clients to give away their money may sound counterintuitive. Charity…May 9, 2016May 9, 2016