Tag: Philanthropic Planning

Why We Embrace Conscious Capitalism®

Apr 6, 2016

CC Principles“Conscious” Capitalism? An oxymoron it is not. It is a movement sweeping across the globe and growing in size, popularity and in the impact that it is having for those business leaders who embrace it. It, in my opinion, should become the standard by which businesses are evaluated for investment and judged in the court of public opinion for its popularity by the consumer. A bold statement indeed, and maybe one better served as a vision for an ideal world, but the pragmatic nature of its four core tenants give it great viability. (more…)

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A Lesson from Uganda

Feb 12, 2016

Surrounded by Children in Uganda
Pure Joy and Happiness

Exactly one month ago today, I returned from a 12-day trip to Uganda. While there, myself and a group of 15 others did water projects such as building a rainwater harvest tank and making and distributing bio-sand filters. The organization that hosted the trip was a non-profit based out of Boone, NC called Wine to Water. Their founder, Doc Hendley, received a CNN Hero award back in 2009 for the incredible work that he himself had done both in Darfur and Uganda. Doc has inspired thousands, myself included. The work they do at Wine to Water changes lives. In fact, it changes entire communities. They do real boots on the ground stuff, bringing clean water to those in need. They make an impact with what they do. And I’ve seen it first hand. (more…)

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The Zuckerberg Impact

Dec 3, 2015

facebook_like_logo_1If #GivingTuesday wasn’t great enough on it’s own, Facebook ‘s founder and CEO Mark Zuckerberg stole the show with an absolutely extraordinary pledge to give away 99% of his Facebook fortune over his and his wife Priscilla Chan’s lifetime. That amount, as it stands today would total over 45 billion dollars. This will be done through their ongoing platform entitled the Chan Zuckerberg Initiative. Basically, the Chan Zuckerberg Initiative allocates money to organizations around the country — and eventually, the world — in order to make it a better place for everyone. (more…)

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#GivingTuesday

Dec 1, 2015

ghd-girl-with-a-heart-image
Giving Does A Heart Good

There is something extraordinarily special about this day, Giving Tuesday, that simply compelled me to write about it. Unfortunately not everyone will share my overly rose-colored view of #GivingTuesday. Some may see this simply as a day of slight annoyance due to the abundance of e-mails asking for monetary donations. But here at Epic Capital, we see things differently. Given the number of non-profit organizations where our employees have served as board members, we recognize the potential impact of a global campaign like this. (more…)

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More Insights

Jul 17, 2019

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid.

Jul 15, 2019

According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history of the report. Americans give to charity for two main reasons: to support a cause or organization they care about or to leave a … Continue reading “Trends in Charitable Giving”

Jul 12, 2019

Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income source.

Jul 10, 2019

Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from. There are two components of original Medicare, Parts A & B. Part A is hospital insurance. It provides coverage for inpatient stays at medical facilities. It can also help … Continue reading “The A, B, C, & D of Medicare”

Jul 8, 2019

Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. In addition to the Internal Revenue Service, 13 states … Continue reading “A Retirement Fact Sheet”

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