Kathy Longo | Talking About Philanthropy with the Minneapolis Foundation

Kathleen Longo describes how retirement assets and a Donor Advised Fund can be the perfect solution for charitable giving as part of an overall legacy plan in Talking About Philanthropy

Shared by the Minneapolis Foundation, July, 10 2014

Many donor families are increasingly using a Donor Advised Fund to support their multi-generational giving. Donors Joe and Ellen Kim* wanted a giving vehicle that would allow them to share their charitable legacy with their three daughters and pass along their retirement assets without incurring tax liabilities. To fulfill both their giving and tax goals, the Kims named their donor-advised fund as a beneficiary of their IRA assets.

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Kathy Longo | Talking About Philanthropy with the Minneapolis Foundation

Flourish Wealth Management

Share This Post

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The Importance of Designating Beneficiaries

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

Money and Mental Health: Understanding the Connection Between Emotions and Finances

Women and Wealth: Redefining Financial Independence with Confidence and Clarity

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