Skip to main content

Occidental Asset Management, LLC

  • Phone: 866-520-4985
  • Email: info@occamllc.net
  • Request Info

Occidental Asset Management, LLC

  • Home
  • Why Work With Us
    • About OCCAM
    • The OCCAM Difference
    • Dr. Brad Klontz, Psy.D., CFP®
    • Our Team
    • Our Clients
  • How We Help
    • What's Your Money Script?
    • Your Mental Wealth Discovery Process
    • Financial Life Planning
    • Investment Management
    • Family Office Services
    • All Services
    • Our Giving
  • For Advisors
  • Mind Over Money Blog
    • Blog
    • Newsroom
  • Client Center
    • Client Login
    • Financial Planning Calculators
  • Contact Us

    You are here

  1. Home
  2. Donor Advised Fund

Donor Advised Fund

Charitable Giving: Beyond the Basics

Submitted by Occidental Asset Management, LLC on November 22nd, 2016

We all love to give.  It feels great to give to others, whether it is your favorite charity, or as a demonstration of love and support of friends and family members. However, just like any expense, giving should be budgeted, tracked, and done with intention.

Tags:
  • Adjusted Gross Income
  • Appreciated Stock
  • Charitable Giving
  • Donating Stock
  • Donor Advised Fund
  • Required Minimum Distributions
  • Stock Donations
  • Tax Deductions
  • The Benefits of Charitable Giving
  • Read more

Categories

  • Adjusted Gross Income (1)
  • Appreciated Stock (1)
  • Avoiding Income Taxes (1)
  • Avoiding Investment Mistakes (4)
  • Behavioral Finance (2)
  • Breaking even (1)
  • certified financial planner (1)
  • Charitable Donation (1)
  • Charitable Giving (1)
  • Common Investor Mistakes (2)
  • Do I need an advisor? (1)
  • Donating Stock (1)
  • Donor Advised Fund (1)
  • Donor Advised Funds (1)
  • Emotional Investing (3)
  • fee-only advice (1)
  • Financial Habits (4)
  • Financial Health (1)
  • Financial Psychology (4)
  • Financial Stress (1)
  • Give to Charity (1)
  • Herd Investing (1)
  • Investment Bubble (2)
  • investment fees (1)
  • IRA Distributions (1)
  • Keeping up with the Jone's (1)
  • Living on Purpose (1)
  • Money Conflicts (1)
  • Money Happiness (2)
  • Money Problems (1)
  • Personal Finance (2)
  • Required Minimum Distributions (1)
  • Risk Aversion (1)
  • Self-esteem (1)
  • Self-worth (1)
  • Stock Donations (1)
  • Tax Deductions (1)
  • The Benefits of Charitable Giving (1)
  • Tough Economic Times (1)
  • Work Life Balance (1)
  • Workaholic (1)

Schedule a Meeting

Tell a Friend

What's Your Money Script?

  • Sitemap
  • Privacy Policy
  • ADV Part 2
  • 301 California Drive, Burlingame, California 94010 United States
  • Phone: 866-520-4985
  • Email: info@occamllc.net

Occidental Asset Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that OCCAM has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, OCCAM is not engaged in the practice of law or accounting. To learn more about our firm please visit www.occamllc.net

© 2019 Occidental Asset Management, LLC. All rights reserved.

Website Design For Financial Services Professionals