Bridging the gaps in multi-generational family philanthropy

Differing views within families is nothing new; differing views about nearly anything and everything is centuries old. For generations...

Summer topics worth watching

The Charitable Act Proposed legislation known as the Charitable Act appears to be gaining momentum. The bill calls for making available a...

Gifts of cash or stock: Is it a toss up?

As your philanthropic clients can likely attest, the going has been rough for many of the nonprofit organizations they support. Turbulent...

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 years...

In case you missed it: Three tax tips for this season

1. Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left out of discussions when new...

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....

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