by Gena Rotstein | Feb 7, 2019 | Blog
They say that nothing is certain except death and taxes. Since those two things are inevitable, what can be done to make them less stressful? This is where Philanthropy 3.0 comes in. As a planning tool, Philanthropy 3.0 can work towards wealth management, tax planning...
by Gena Rotstein | Jan 21, 2019 | Blog
A private foundation is more than just an entity that allows you to make donations to qualified donees. It is a legal structure and an operating corporation. Having a formal structure around your giving, like a private foundation, is just like having a business. The...
by Gena Rotstein | Dec 29, 2018 | Blog
Yup, you read correctly – the overarching New Year’s resolution for 2019 should simply be, “Don’t be an A**hole.” This blog post presents a book list exploring what this resolution means. What does that mean? How does this play itself out? How does this get...
by Gena Rotstein | Dec 21, 2018 | Blog
Each year we post a list of the charities that our clients supported. These are organizations are located in North America. You too can support them through the Place2Give Foundation General Fund. For a list of the different Donor Directed funds please visit the...
by Gena Rotstein | Nov 22, 2018 | Newsletter
Click on the image above to read the Financial Literacy Month and #GivingTuesday November 2018 issue
