July 2017 Roundup for Professional Advisors

In our roundup for professional advisors, we explore the “Integrity and Initiative” inheritance plan, tax fraudsters, gifting an automobile to a charity and “blended gifts” for donors.

Philanthropy Roundup: June 2017

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.

June 2017 Roundup for Professional Advisors

In our roundup for professional advisors, we explore the gift tax, blended gifts, the American Health Care Act and Charitable Remainder Trusts. Read below to stay in-the-know on industry news.

Q1 2017 Investment Update & Trends

CIO Matt Fettig provides donors with insights into the state of the market and current investment performance. View a recording of our 2017 Q1 Investment Call, and access the presentation slides in this article.

Philanthropy Roundup: May 2017

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.

May 2017 Roundup for Professional Advisors

In our roundup for professional advisors, we explore the gift tax, blended gifts, the American Health Care Act and Charitable Remainder Trusts. Read below to stay in-the-know on industry news.

April Roundup for Professional Advisors

In our roundup for professional advisors, we explore Family Limited Partnerships (FLP), fixed income during retirement, IRS refund myths, real estate exit strategies and more.
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