The Leaflet
Inheritance, financial planning, investing, and philanthropic news
Understanding Wealth and Guilt
Learn why many inheritors feel guilt about inherited wealth and how to use philanthropic, personal, and political giving to move beyond guilt to create positive associations with inherited wealth.
The Complete Guide to Donor Advised Funds Versus Private Foundations
An in-depth breakdown of the benefits and drawbacks of Donor Advised Funds and private foundations and the rules, tax benefits, and set-up/ongoing requirements for each giving vehicle.
First Quarter 2024 Stock Market Performance and Economic Outlook
Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Listen or watch this easy-to-digest 8-minute recap covering the biggest news your NEED to know.
How Can Inheritors Redistribute Wealth?
A guide for inheritors who want to redistribute their inheritance to promote a more fair and just society and the equal distribution of wealth, land, and power in the United States.
How your Wealth can Support Democracy in 2024: Combat Election Disinformation
We are in an election year during an era of high partisanship, as well as realized and threatened acts of political violence. The threats facing democracy require engaged citizens to take action early and often in 2024. Together, our actions can support America’s democratic process and fight the tide of politicians championing an autocratic, regressive vision for America’s future.
How your Wealth can Support Democracy in 2024: Combatting Voter Suppression
We are in an election year during an era of high partisanship, as well as realized and threatened acts of political violence. The threats facing democracy require engaged citizens to take action early and often in 2024. Together, our actions can support America’s democratic process and fight the tide of politicians championing an autocratic, regressive vision for America’s future.
Does my Inheritance Count as Taxable Income?
Most beneficiaries do not pay taxes upon receipt of an inheritance. But several surprise taxes can affect inheritors, both during and after an estate settlement. Inheritance tax, income tax, and capital gains tax can all cause an inheritance to show up on your tax return and create a tax headache if they are not anticipated.
How your Wealth can Support Democracy in 2024: Getting Out The Vote
We are in an election year during an era of high partisanship, as well as realized and threatened acts of political violence. The threats facing democracy require engaged citizens to take action early and often in 2024. Together, our actions can support America’s democratic process and fight the tide of politicians championing an autocratic, regressive vision for America’s future.
What to ask a Financial Advisor about Inheriting Stock?
Many people who inherit stock positions need support from a financial advisor, but it can be difficult to know what questions to ask, especially if your advisor doesn’t specialize in working with inheritors.
What Inheritors Need to Know about Charitable Giving
Read transcript highlights or listen to the full episode to learn: everything you need to know about community foundations, the basics of charitable bequests made through wills, trusts, and by beneficiary designation, all about Donor Advised Funds, gifting with family after a loved one dies , and common estate disputes involving charitable gifts
5 Ways a Financial Advisor can help you Plan for Inherited Wealth
Hiring a financial advisor to help with your inheritance can have benefits beyond deciding what to do with inherited wealth. A financial advisor can help you get your current money situation organized and identify areas of concern that should be addressed before an inheritance arrives.
Your Giving, Your Way
Younger donors want to do things differently, but may not know how to get started. Read here for tips on how to start building your unique strategy and mission as a donor.
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