fbpx

Articles tagged with: Charitable Giving

Help Build a School Soon by Obtaining a Matching Donation of $25,000

30 October 2015

Help Build a School Soon by Obtaining a Matching Donation of $25,000

More than five years ago, a client of mine who is a physician introduced me to Dr. Abul Sharah, who retired early from corporate life in Minnesota in 1999 and founded the International Village Clinic (IVC).  I learned that Abul had been born a fatherless, impoverished boy in Uttar Pradesh, India’s poorest province.  chance, brains, and hard work, he got an education and rose to senior engineering and marketing positions at Honeywell and MTS Systems over a 27-year career.

More than five years ago, a client of mine who is a physician introduced me to Dr. Abul Sharah, who retired early from corporate life in Minnesota in 1999 and founded the International Village Clinic (IVC).  I learned that Abul had been born a fatherless, impoverished boy in Uttar Pradesh, India’s poorest province. 

Donor Advised Funds (DAFs) - a Simple, Smart & Meaningful Way to Support Your Favorite Causes and Charities

19 October 2015

Donor Advised Funds (DAFs) - a Simple, Smart & Meaningful Way to Support Your Favorite Causes and Charities

Donor Advised Funds can be set up easily to accomplish both tax savings and charitable giving goals.  Most people think they need to have a big sum of money before considering setting up their own family charitable fund.  But Donor Advised Funds are the most popular charitable vehicles for donors at many levels of wealth.  You can start your own donor advised fund with as little as $10,000.  I generally recommend a minimum of $50,000 to my clients if they plan to request grants from the Donor Advised Funds to their charities within a short period of time, however.  I would like to discuss how to use DAFs in various situations in this article.

3033 Campus Drive, Suite N145
Plymouth, MN 55441

Contact

  • Phone:

    763.432.7875

  • E-Mail:

    This email address is being protected from spambots. You need JavaScript enabled to view it.

Copyright © 2019 Echo Wealth Management LLC.