Trust in action: Your favorite nonprofits know what they need
If you’ve supported a particular charitable organization for many years, and perhaps even served on its board of directors, you are likely familiar with [...]
High fives for IRAs & QCDs!
One of the most common areas of confusion (understandably!) for donors and fund holders is how to use IRAs and other retirement accounts to [...]
Ask the Expert
Yes! As you consider your year-end giving, it's worth noting an important tax change taking effect for the 2026 tax year. A new federal [...]
Charitable giving: Plan while you can!
No matter how old you are, it’s wise to consider your long-term charitable giving plans. Perhaps you have supported the same organizations for decades [...]
From private foundation to donor-advised fund: A five-point checklist
Many families established private foundations years ago because they wanted to make a lasting difference in their communities. Those foundations have supported important causes, [...]
Estate planning: More than just a will
National Estate Planning Awareness Week is coming up from October 19 through 25. This comes on the heels of August’s Make-A-Will Month. A reminder [...]
Donor Advised Funds to Honor Loved Ones: The Tom Gibson Memorial Fund
Many people who knew Thomas William Gibson (“Tommy”) remember a generous friend, mentor, and family member. From the age of 13 onward, he had [...]
A “big” inheritance may not be all financial
Welcome to the Great Wealth Transfer! This much-cited era, happening right now, is reportedly the time when trillions of dollars will pass from one [...]
Early birds, “bunching,” and planning for year-end
When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash! That’s why it’s important [...]
Donor Advised Funds to Honor Loved Ones: The Mark Morris Youth Fund
Photo courtesy of markmorrisfoundation.org Mark Morris impacted the lives of not only his family and friends, but of students of all ages [...]
