by Kevin Toler | Oct 22, 2024 | Charitable Giving, Political Contributions
A short while back, you might have read the headlines about Yvon Chouinard, a reluctant billionaire and founder of Patagonia, giving away his 3 billion dollar company. Rather than sell it off or give it to his children, he transferred 98% of the company to a newly... 
by Kevin Toler | Aug 8, 2024 | Charitable Giving, Tax Planning
Our clients, George and Kate, are busy raising their three elementary-school-age children and renovating a home in California. George was on the ground floor of a tech start-up bought by a larger, publicly traded company. Nearly ten years later, he continues to work... 
by Kevin Toler | Jul 8, 2024 | Charitable Giving, Financial Planning
At Hill Island Financial, we understand the importance of integrating philanthropy with financial planning. One powerful tool for achieving this balance is the Charitable Remainder Trust (CRT). A CRT furthers your philanthropic goals and offers significant economic... 
by Kevin Toler | May 3, 2024 | Charitable Giving, Education Planning
While many grandparents enjoyed relatively affordable college costs when tuition and living expenses were manageable enough to graduate with little debt, the landscape has shifted drastically for today’s students. The cost of a four-year university education has... 
by Kevin Toler | Feb 1, 2024 | Charitable Giving
Giving back to causes you care about can be incredibly rewarding and can also be a valuable part of your tax planning strategy. If you’re feeling inspired to make a charitable donation, here are 7 tips to help you establish a thoughtful charitable giving... 
