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Philanthropy

BWM Holiday Tradition - 2019 Edition

Submitted by Bernhardt Wealth Management on January 8th, 2020

The Holidays are a time of tradition and giving. For 17 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season.

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BWM Holiday Tradition - 2018 Edition

Submitted by Bernhardt Wealth Management on January 4th, 2019

The Holidays are a time of tradition and giving. For 16 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season.

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  • Philanthropy
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Five Reasons to Make Philanthropy a Family Affair

Submitted by Bernhardt Wealth Management on November 20th, 2017

Getting your family involved in charitable giving can create a powerful legacy.

A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organizations that are near and dear to their hearts.

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Qualified Charitable Distributions: An Update

Submitted by Bernhardt Wealth Management on February 16th, 2016

The Consolidated Appropriations Act of 2016 includes an important provision for charitably-inclined IRA owners. The legislation that passed as 2015 drew to a close makes permanent the Qualified Charitable Distributions (QCDs) from individual retirement accounts.

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  • Philanthropy
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Trends in Philanthropy

Submitted by Bernhardt Wealth Management on July 26th, 2015

The 2014 U.S. Trust® Study of High Net Worth Philanthropy found that philanthropic giving by households with at least $5 million in assets rose by an astounding 43% over the two-year period ending in 2013, with average donation amounts reaching $166,602.

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Try a Family Meeting on Your Summer Vacation

Submitted by Bernhardt Wealth Management on May 11th, 2014

Summer’s around the corner and for many families that means vacation time.

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  • Estate Planning
  • Philanthropy
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Donor-Advised Funds and Philanthropic Planning

Submitted by Bernhardt Wealth Management on December 9th, 2013

If you’re considering creating a private foundation for your philanthropic efforts a donor-advised fund might be a better choice. A donor-advised fund (DAF) is an account established at a sponsoring charity. You make irrevocable contributions of cash securities or other assets to the DAF and receive an immediate tax deduction.

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Does Charitable Giving Correlate with Consumer Confidence?

Submitted by Bernhardt Wealth Management on July 21st, 2013

According to the recently published annual report from the Giving USA Foundation and the Indiana University Lilly Family School of Philanthropy individual charitable giving in the United States grew almost 4% last year while corporate donations increased at triple that

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If It Sounds too Good to Be True You Can Bet That It Is

Submitted by Bernhardt Wealth Management on December 12th, 2011

A recent article in the Washington Post “Children’s Charity Victim of Ponzi Scheme” caught my eye.

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  • Fraud
  • Philanthropy
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Should Your Small Foundation Convert to a Donor-Advised Fund?

Submitted by Bernhardt Wealth Management on August 21st, 2011

In an investment environment that’s seen endowment assets drop and administrative costs climb many families nationwide are eschewing the cache of small foundations for donor-advised funds. Why? Lower administrative costs and flexibility mean that more money goes to their charitable causes.

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