
Insights
Category: Philanthropy

November 18, 2024
Coldstream Holiday Giving Guide
For Coldstream, giving back to the community is a core part of who we are as a firm, and we know how important philanthropy is to our clients and friends. We are connected to so many organizations and non-profits that are doing incredible work, and are honored to be part of this amazing community that [...]

November 13, 2024
Year-End Charitable Gifting Deadlines
As we near the end of the year, it’s time to wrap up year-end charitable giving. To ensure that your gift donations are processed by year-end, please follow the deadline guidelines below for Schwab and Fidelity brokerage accounts. Schwab Deadlines Type of gift/contribution Deadline requirement for 2024 tax deduction Mutual fund Schwab must receive letter [...]

October 29, 2024
Creating a Family Wealth Charter: Your Roadmap to Lasting Family Prosperity
Wealth is more than just money—it’s about security, opportunities, and legacy. But preserving and growing that wealth across generations requires a proactive plan. Enter the family wealth charter, a personalized document that lays out your family’s financial goals, values, and a structure for decision-making. It’s not just about handling assets, but about ensuring everyone in [...]


Contributions from: Kurt Biederman, JD, Patrick Corcorran

November 14, 2023
Bundling Charitable Contributions to Maximize your Tax Benefits
If you’re reading this article, it’s likely you are charitably inclined, value giving back to the community, and attend fund-raising events for the causes most important to you. Now picture this… you are sitting at a table for your favorite annual gala – the time has come to fill out your donation form and write [...]

Contributions from: Vonie Bright, CFP®

October 25, 2022
Charitable Gifting Options as We Close Out the Year
The long warm summer we’ve enjoyed in the Pacific Northwest is officially transitioning into fall. With the cooler temperatures and changing leaves, our thoughts turn toward the holidays, gift giving season, and how we can make an impact in our community before the year is over. When it comes to making a charitable impact through [...]

Contributions from: Vonie Bright, CFP®

November 30, 2021
Charitable Gift Fund FAQs
A Donor Advised Fund (DAF) is a great way to manage donations to your favorite causes while optimizing your tax advantages. With a DAF, you can take a current tax deduction as you pre-fund your future gifts to charities. Also known as a “Charitable Gift Fund,” the account is managed by a public charity, but [...]

Contributions from: Heather Kessler, CFP®

October 20, 2020
There’s a lot Going On… Thoughts on Philanthropy in the Time of COVID-19
October 20, 2020 I know I’m one of the lucky ones. Coldstream has weathered the COVID-19 storm well. Others have not been as fortunate. With furloughs, layoffs, and all the other challenges we are facing in 2020, people are hurting. And so are charitable organizations whose mission it is to help. Giving back now is [...]

Contributions from: Vonie Bright, CFP®

February 14, 2017
Disability Advisory Services Sponsors WSAJ
Coldstream’s Disability Advisory Services (DAS), always dedicated to delivering holistic financial guidance to individuals with a disability who have received a financial settlement, is proud to announce their comprehensive gold sponsorship with the Washington State Association for Justice (WSAJ) for the second year in a row. The “oldest and largest civil justice advocacy organization in [...]

December 15, 2015
Charitable Giving: Options & Deadlines for 2015
As the year comes to a close, you may be considering charitable gifting. With so many mechanisms to do so, it is necessary to plan ahead. Start by deciding who will receive your donation. We are here to help with the what, how, and when of charitable giving. Although using cash is the simple and [...]
Loading...