Jake Tometich
Director of Investment Education & Accounts
As Director of Investment Education and Accounts, Jake transforms charitable giving and investments through Advisor Managed Accounts (AMAs). He holds a FINRA Series 65 License and Harvard Business School Certificate in Alternative Investments, has spent over 15 years in a number of roles in the investment management industry, and has co-founded a 501(c)(3) with his wife, Brooke.
All Posts by Jake Tometich
Charitable Giving and Taxes: What You Need to Know in 2023
Charitable giving can impact the world while making you eligible for tax deductions. Review the IRS changes from 2022 to 2023.
Become a Trusted Voice on Inheritance Planning
November 18, 2022
Financial advisors can help clients think faithfully about their inheritance and provide the estate planning tools to achieve their goals.
Advisors’ 2022 Year End Giving Strategies
November 9, 2022
Year-end giving strategies around charitable bunching, stock giving, & QCDs will provide ways your client can both give & increase tax deductions.
Exploring Noncash Charitable Contributions with Clients
September 9, 2022
Noncash charitable contributions are a great giving opportunity for your client. But they require extra planning. Here's what to keep in mind.
What Exactly Can You Give to a DAF?
June 17, 2022
Donor advised funds can hold more than just cash. Find out how donors and advisors can work together to give stocks, land, and more to a DAF.
Asset Giving Can Expand a Charitable Vision
April 8, 2022
Financial advisors can help clients expand their charitable vision by guiding them to understand asset donation strategies.