TRANSCRIPT
Lisa: As a child, my father was in the ice cream business, so that was always a lot of fun.
The business existed long before I ever did, so it's always been in the community.
Together we grew it to a larger national brand than anyone in our family had ever dreamed it would be.
Barry: We grew the company together and worked 24 hours a day, seven days a week, years and years and years until we exited the business and had a great time doing it.
Lisa: There's a lot of unexpected stress with the transaction that we went through and the size of the numbers and our financial advisors, they take all that stress away.
Barry: We want to spend the rest of our life giving back the resources that the Lord's blessed us with. And through our donor-advised fund, we're able to do that.
Lisa: So at the point of transaction we flowed a lot of money into our donor advised-fund for two purposes.
One, it was a great tax benefit, a huge tax benefit at the very beginning. And it enables us to serve under-resourced families and women and children and people who don't have the resources that we do.
Our desire to jump start a program at the local independent school called Wheeling Country Day School is a perfect example.
Elizabeth: Donor-advised fund is the lifeblood of Wheeling Country Day School.
One of the problems with being an independent school is every child we work with has to pay tuition.
So, if we're going to pay the administration, keep the lights on, then we're going to have to do it through giving.
If we don't have the ability for donors to give generously to us, we're not able to be cutting edge.
It's just so easy to say, yes, I want to direct this money to that school and it happened seamlessly.And from our end, literally a check to the school.
We wouldn't be able to do what we're able to do for children without that kind of giving.
Barry: You can give from your heart every single day, from your app or from your phone.
Lisa: They received the donation seamlessly, immediately. That makes all the difference in the world.They don't have the resources to search and to spend a lot of time and effort on those things. And so it's as seamless for them as it is for us.
It warms our heart and it was probably the best decision we ever made in our lives.
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Disclosures:
Lisa and Barry are donors of DAFgiving360TM. Elizabeth from Wheeling Country Day School is not affiliated with DAFGiving360. They were not compensated by DAFgiving360 for their comments. The experience described may not be the experience of all donors.
DAFGiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.
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