Lucy Lindstrom's Flood Recovery Plan

January 17, 2025
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucy Lindstrom's Foundation Goes Public

January 10, 2025
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucy Pays Tax on "Northern Long Shot" Foundation Income

January 3, 2025
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucy Lindstrom Asks if Private Foundations Can Lobby

December 27, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucy Lindstrom's "Northern Long Shot" Charity Diversifies

December 20, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucy Lindstrom's "Northern Long Shot" Foundation

December 13, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucky Lucy Lindstrom's "Hurricane Grants" Charity

December 6, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucky Lucy Lindstrom's "No Self-Dealing" Charity

November 29, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucy Lindstrom's "Ultimate Control" Charity

November 22, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucy Lindstrom's "Lucky Penny LLC"

November 15, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began to...

Lucky Lucy Lindstrom's "Personal Loan" Charity

November 8, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began to...

Lucy Lindstrom's "Cousins' Scholarship" Plan

November 1, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began to...

Lead to Remainder Double Charitable Trust

October 25, 2024
George Green was a man of humble beginnings. He was born in Nebraska and lived with his parents on their farm. George was a diligent student and was determined to become a successful business owner. George applied to several colleges and was accepted as a work-study student at a state...

Lucky Lucy Lindstrom's Long Shot Unitrust

October 18, 2024
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucky Lucy Lindstrom's Unitrust

October 11, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began to...

Stock Unitrust Payouts to Donors

October 4, 2024
Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term-of-years charitable remainder unitrust with an arts charity. The charity is raising money for the construction of a new building which would house a state-of-the-art theatre and museum. The Thompsons are active...

The Values-Based Charitable Remainder Trust

September 27, 2024
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. Powers. When Stacy was born, it was a dream come true for the Powers. The Powers were very affluent, and during Stacy’s childhood, the Powers smothered her with love, affection, time and...

The Values-Based Lead Trust

September 20, 2024
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. John Powers. When Stacy was born, it was a dream come true for the Powers. The Powers were very affluent, and, during Stacy’s childhood, the Powers smothered her with love, affection, time...

Including Children in Charitable Plans

September 13, 2024
Keith and Karen, ages 75 and 72, own a parcel of undeveloped real estate that they have held since 1979. They purchased the property for $10,000 and the current fair market value is approximately $800,000. Their initial goal for this property was to transfer it to their two children upon...

The Gas Guzzler's Deduction, Part 3

September 6, 2024
Brandon loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s 18th birthday. It is painted bright red and is two tons of metal, muscle and noise. Indeed, many neighbors would grumble as Brandon drove by because the rumbling engine could be heard three blocks...