Name: Bob Cohen Employer: Tamar Fink, Inc Position: Principal Location: Mpls, MN Education: B.S.B. Accounting – University of Minnesota How long have you been in your career field? I have been in the life insurance and charitable planning arena for over 27 years. What led you to work in this area? A personal experience with […]
One of the consequences of a prolonged economic downturn is a decrease in the size of institutional endowments, just at the time when reliance on those funds may increase in order to offset a simultaneous reduction in other (e.g. contribution) income. Because stock market performance does not directly coincide with economic health, particularly in a […]
Maggie Green recently wrote about instilling charitable values in children in her post Raising Young Philanthropists. While this post is a little off topic from most of our estate planning articles, in honor of the 2011 National Pro Bono Celebration, I thought it was appropriate to extend the conversation not only to charitable giving but […]
Many people who support charities will limit their giving to writing a check (or perhaps these days using a great online giving portal like GiveMN.org). However, increasingly donors are taking advantage of the flexibility, tax savings, and long-term planning offered by planned giving. When a donor works with a planned giving professional, often in conjunction […]