Another Throwdown: The PIF v The DAF

  • pif-daf

    Another Throwdown: The PIF v The DAF

    by Randy Fox, CFP®, AEP®

    I’ve spent considerable time comparing the pooled income fund (PIF) to the charitable remainder trust (CRT). In fact, if you go here and enter your email address, you can watch my narrated power point on the subject. To this point, however, I’ve not faced down the donor advised fund (DAF) which […]

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  • It’s Private

    The Insurance Opportunity no one is Talking About

    by Randy Fox, CFP®, AEP®

    The subject of life insurance is always controversial. Everyone needs it, no one wants it, agents oversell it, illustrations are to aggressive and on and on. To add more fuel to the fire, just try discussing life insurance as an “investment” opportunity. Domestic variable […]

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  • planned-giving-alternatives

    My Picks for the Final Four (it’s not what you think)

    by Randy Fox, CFP®, AEP®

    Recent studies estimate that some 42%* of planned gifts come from bequests. Yet, these gifts only represent 8%* of all giving. Reading between the lines of these results tells me that many of the planned giving departments at all of the major institutions are waiting a very long time for the […]

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  • too good to be true tax strategy

    Beware Too Good to be True

    by Randy A. Fox

    Advising clients on their philanthropy represents the pinnacle of advice giving: an area where personal fulfillment meets creative tax planning and beautiful solutions arise. Those advisors who practice in this area can appreciate elegance of the many tools we have at our disposal. There are powerful benefits available to donors and to […]

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  • planning-collections-collectibles

    (Collector) Car Pooling – It’s not what you think

    Planning for Collections & Collectibles

    Collectors collect. It’s what they do. There are very few “static” collections. Cars come, cars go. Collections expand and contract.  Because collecting is so dynamic, it can be very costly from a tax perspective if the collector isn’t very carefully planning their buys and sells. There are many ways to […]

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  • ira strategies

    IRA Strategies Your Mother Never Told You – Part I

    by Randy A. Fox

    Advisors often find themselves in situations where they are asked for advice regarding efficient uses of IRAs or other qualified plans. There are a number of creative solutions that advisors may deploy depending on what the client is trying to accomplish now and in the future. This series of posts will explore […]

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  • silk purses and sow's ears

    Silk Purses and Sow’s Ears: Creating Cash Flow

    by Randy A. Fox

    That very old expression, “you can’t make a silk purse out of a sow’s ear” seems sensible at first. Something from nothing is impossible alchemy. At least, that’s what we’ve been told. There are some circumstances, though, where it is possible to defy conventional wisdom and create something from almost nothing.

    In […]

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