Philanthropy Roundup: March 2018

Our “Philanthropy Roundup” posts highlight stories – at the local and national level – that are valuable to our readers and will keep you up to date in the world of philanthropy.

March 2018 Roundup for Professional Advisors

In our roundup for professional advisors, we explore gifts of homes, recommendations on finding a qualified professional tax preparer, strategies for IRA distributions to charity and more.

February 2018 Roundup for Professional Advisors

In our roundup for professional advisors, we explore annual gift exclusions, recommendations on avoiding tax scams, charitable giving strategies for business ownership interests and more.

Philanthropy Roundup: February 2018

Our “Philanthropy Roundup” posts highlight stories – at the local and national level – that are valuable to our readers and will keep you up to date in the world of philanthropy.

Have You Included Donor Advised Funds in Your Estate Plan?

As the U.S. is on the verge of its largest generational transfer of wealth in history and aging boomers consider what to include in their estate plans, it’s important they keep in mind a succession plan for charitable assets like donor-advised funds.

Philanthropy Roundup: January 2018

Our “Philanthropy Roundup” posts highlight stories – at the local and national level – that are valuable to our readers and will keep you up to date in the world of philanthropy.
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