Giving a business to charity: Stack the odds in your client’s favor
Despite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profile giving by donors associated [...]
Hidden no more: Designated funds and field-of-interest funds
Most attorneys, accountants, and financial advisors are well-aware of donor-advised funds and the reasons behind their popularity. Especially when a donor-advised fund is established [...]
Disaster giving: Perspectives for your clients
Both the recent one-year anniversary of the start of the Ukraine conflict and the earthquake that has devastated Turkey and Syria are causing more [...]
In case you missed it: Three tax tips worth smiling about
Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left out of discussions when new tax incentives are proposed in [...]
Client conversations: Why your 2023 agenda must include charitable giving
No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients than it did just a few [...]
Celebrating the new Legacy IRA and a boost for QCDs
Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”) on December 23, 2022, followed by [...]
Playbook: How to Help Organize Your Giving Through a Donor-Advised Fund
You’re reviewing your information. Everything is in order. The estate planning documents are up to date, you’re ready to hear the latest investment results [...]
