8910 Purdue Road, Suite 500
Indianapolis, IN 46268
(317) 757-3453
Kevin McGrath, Vice President
A graduate of Purdue University with a degree in Financial Counseling and Planning, Kevin McGrath has unique knowledge of the financial and philanthropic industries. For almost 30 years, he’s designed and implemented comprehensive charitable planning solutions to fit the ever-changing needs of wealth firms, advisors, and nonprofits. As a regular presenter for broker-dealers, conferences, and continuing education events for financial professionals, Kevin has received high marks for his ability to uncomplicate complex information to all audiences.
How to choose: Donor-advised funds vs. private foundation
In 2021, charitable giving passed a milestone: For the first time ever, a greater share of individuals’ charitable donations went into donor-advised funds (DAFs) than… Read More »How to choose: Donor-advised funds vs. private foundation
Charitable Giving Projections for 2024
Making predictions for the year ahead is a dicey undertaking. The economy is unstable, the global stage is frightening, and the only thing certain about… Read More »Charitable Giving Projections for 2024
Clearing the confusion: Debunking myths about DAFs
Partner blog: This blog is in partnership with John T. Keith, senior consultant with Johnson Grossnickle and Associates (JGA), which has been providing authentic strategic… Read More »Clearing the confusion: Debunking myths about DAFs
Donor-advised funds (DAFs) offer fast and efficient disaster response
When major disasters happen around the world – think earthquakes in Turkey, wildfires in California, war in Ukraine – a lot of Americans want to… Read More »Donor-advised funds (DAFs) offer fast and efficient disaster response
No more spreadsheets: Sub-accounting for endowment, foundation, and DAF clients
I know a long-time cyclist who, like a lot of athletes, tracks his performance over time. The thing is, back when he started cycling, amateur… Read More »No more spreadsheets: Sub-accounting for endowment, foundation, and DAF clients
A nonprofit’s guide to endowment accounting
Endowment accounting for nonprofits: Definitions, rules, and more Commonly referred to as a board-designated fund, a quasi endowment functions similarly to a true endowment, but… Read More »A nonprofit’s guide to endowment accounting
Investing for good: The power of DAFs and sustainable investing
Partner blog: This blog is in partnership with Impax, an industry leader in investing in the opportunities arising from the transition to a more sustainable… Read More »Investing for good: The power of DAFs and sustainable investing
The DAF dilemma: Don’t let your clients skip dessert
Let’s say that, rather than leading a team at a financial institution, you own a restaurant. You’ve got a solid customer base that loves what… Read More »The DAF dilemma: Don’t let your clients skip dessert
Inflation’s impact on giving, and how to insulate your clients
As inflation reaches levels not seen in 40 years, your charitably minded clients are likely worrying about the impact the economy is having on nonprofits… Read More »Inflation’s impact on giving, and how to insulate your clients