Philanthropic Insights
Timely charitable topics of interest to you and your clients.
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 nonprofits they…
Retirement plans to charity: Understanding the “trifecta” of...
Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs…
Proposed legislation: Is better deductibility back on the table?
Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in the occasional change to…
Turmoil in banking and technology: Optimism for charitable...
The wild ride continues! In the wake of Silicon Valley Bank’s collapse, your philanthropic clients may seek your…
Giving a business to charity: Stack the odds in your client’s...
High profile giving by donors associated with well-known businesses has maintained its place in the limelight, even amid…
Hidden no more: Designated and field-of-interest funds
Most attorneys, accountants and financial advisors are well-aware of donor advised funds and the reasons behind their popularity….
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…
Three tax tips worth smiling about
Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left out of discussions when…