When it comes to charitable donations, many donors have a preference for directing their funds toward specific programs or projects. While this approach can be rewarding, it often overlooks the… Read More
Procrastination is an all-too-common habit that many people struggle with, particularly when it comes to important financial and estate planning decisions. As William James once said, “Nothing is so fatiguing… Read More
For private business owners, giving stock is more than just a financial strategy—it’s an opportunity to align business succession plans, estate planning, and charitable goals. With recent legal updates and… Read More
The term “endowment” can often feel intimidating, even to experienced fundraising and planned giving professionals—not to mention donors without the same background. However, understanding endowments is crucial for ensuring an… Read More
Discussions about money, especially estate planning, can be emotionally charged for anyone, and they are often made more complicated by the decision of how much wealth to leave children. Striking… Read More
When it comes to charitable giving, one of the most impactful options that you can offer clients is gifting of real estate. This kind of gift has many tax benefits,… Read More
Advising may sound like a very rational job, but anyone who has done it knows that it can bring up a whole range of emotions in clients. Confronting… Read More
As discussions about the upcoming estate tax exemption sunset intensify, you may have heard from clients that they’re worried or confused about changes to the law that are slated for… Read More
Last November, the Treasury released proposed regulations concerning donor-advised funds (DAFs). These regulations, although still in the proposal stage, have garnered significant attention, especially following the IRS hearings on May… Read More
At the end of the first quarter of 2024, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has… Read More