Charitable giving remains a crucial aspect of financial planning, especially for ultra-high-net-worth families. Many people with substantial wealth are passionate about philanthropy, and charitable contributions not only support causes that… Read More
With the 2024 election over, many people are wondering what will happen next, especially in terms of potential changes to tax laws. Of particular interest is the much-debated sunset of… Read More
As the year winds down and your schedule fills up, you may not have much time to dive deeply into every update about charitable giving. However, staying aware of a… Read More
As our staff planned for communication on National Community Foundation Week, we could not help but think back to an editorial we shared in November of 2020. What was true… Read More
As humans, we crave certainty, especially when it comes to planning for the future. However, certainty is in short supply right now, especially during election season when tax policies can… Read More
As attorneys, CPAs, and financial advisors, you’re used to tackling tough subjects. The combination of money, family, and planning for the future can create emotionally charged environments in even the… Read More
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