Planned Giving

PLANNED GIVING & PHILANTHROPY FAMILY WEALTH COUNSELING

PLANNED GIVING AND PHILANTHROPY:

Tamar Fink is built on the charitable mission of its founder and associates. We are a highly successful and trusted partner — one that produces wealth, legacies and peace-of-mind for our clients.

WORKING WITH HIGHLY SUCCESSFUL INDIVIDUALS AND FAMILIES

Tamar Fink’s specialized Family Wealth Counseling process reveals hidden wealth, assisting families to define their non-financial family mission and plan charitable giving to support it.

There is an undiscovered legacy of hope, help and change that wealth can bring to the world. We assist families to build their vision and structure their estates to ensure both their financial and non-financial legacies live on.

WORKING WITH NON-PROFITS

Local, national and international non-profits trust Tamar Fink to work with caring donors. Tamar Fink supports the planned professionals of organizations, working as consultants on behalf of non-profits or donors who share their mission.

Charitable Gift Maximization Process

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FAMILY WEALTH COUNSELING:

TRANSFORMING LOST TAX DOLLARS INTO PHILANTHROPY

The government assigns estate tax proceeds to “causes” it chooses.
Our mission is to assist our clients’ direct wealth to causes of their choosing.
Since 1986, we have created hundreds of estate and financial plans. We have developed a comprehensive process called Family Wealth Counseling that:

  • Assists families in the articulation of their family’s vision and structures their estates to in support of it
  • Reveals untapped sources of wealth to their heirs and charities
  • Creates an inter-generational legacy of wealth and values

Through this process, we assist families by creating a “Wealth Vision Statement”
— the road map for your estate and charitable plans.
One way or another, it is inevitable that your wealth goes back into the world. Tamar Fink can assist you in redirecting “involuntary” philanthropy (taxes) to charitable causes that are important to you.

A TRUSTED RESOURCE FOR ESTATE AND CHARITABLE PLANNING

Since 1986, Tamar Fink has assisted families in giving nearly $1 billion, utilizing:

  • Thoughtful tax and estate planning
  • Close relationships with charitable organizations
  • Support of hundreds of professional advisors nationally
  • A creative and technically sound team of advisors to find hidden wealth
  • Decades of results that have repeatedly found hidden wealth

We’ll develop innovative strategies communicated to you and your heirs in clear and understandable terms and language.

11 High-Impact Planned Giving Tips

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“Tamar Fink is changing the face of philanthropy.” -Don Shelby, Washburn Center for Children’s $25 million Capital Campaign Chair & former WCCO TV Anchor

“I’ve been working in philanthropy for nearly 30 years. I know my business. I have never seen this type of creativity.” -Michael Geis, Fundraising Executive at Eddie Thompson & Associates

“Tamar Fink truly understands philanthropy and how to complete, not just propose, gifts.” - Joel Mandel, Executive Director – Sholom Foundation

“I am acutely aware that it was the creativity and experience of your team that brought this incredibly generous gift to light and to a successful conclusion.” - Mort Naiman, Minneapolis Jewish Federation

“When you drive past a construction site where a new wing is being built, it most likely has been funded through a gift created and completed by Tamar Fink.” -Scott Nelson, Estate Planning Attorney at Hellmuth & Johnson PLLC

“Tamar Fink’s “gift multiplier” concepts have great appeal to our donors who are seeking to make the maximum impact on our college, on our faculty and on our students. Thank you, Tamar Fink!” -Paul Pribbenow, Augsburg College President

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