In our last post, we covered an important part of philanthropy: ensuring that your gifts bring joy to you and your intended recipients in equal measure. Meaningful giving is an admittedly qualitative, “Venus” measure of success. Today, we’ll visit “Mars,” where we explore some of the more quantitative components of your philanthropic plans: Effective Giving – How do you assess potential charitable organizations you’ve identified to ensure they will make good...

Earlier this year, we covered how charitable giving can be a win-win activity, bringing as much happiness to the donor as to the recipient. We believe this is true whether you’re giving gifts to loved ones or fulfilling philanthropic goals. But especially for the latter, the giving is best done intentionally as part of your greater financial life planning: Meaningful Giving – First and foremost, does the giving bring you joy? Effective...