11 High-Impact Planned Giving Tips For Highly Successful Families
We work with highly successful families, their advisors and non-profits to ignite WEALTH IMPACT. WEALTH IMPACT starts by understanding what your wealth can do for your family and your community, then structuring it to best optimize your wealth, gift giving and ultimately, your legacy. Forward-thinking clients with high net worth, trust Tamar Fink to assist them with their needs.
A common concern of my clients is how to transfer their VALUES in the process of transferring their WEALTH
Nevertheless, this mindset misses the unique opportunities that the wealth can afford. It is not the wealththat is the problem but under what circumstances and with what conditions it is given. This, of course, is a big deal and one that a well crafted estate plan cannot accomplish alone.
In 2019 the gift, estate and GST tax exemptions are $11.4M – up from $5.49M as recent as 2017
Recently, the gift, estate and generation-skipping transfer (GST) tax exemptions have increased to $11.4M. The increased exemptions could allow individuals to make substantial gifts and transfer assets out of their taxable estates without triggering gift taxes. This enhanced gifting capability could be used to simplify and clean up existing plans and to remove any unwanted complexity.
“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