Donor-Advised Funds

8 May 2024

Understanding Donor-Advised Funds: Your Top 12 Questions Answered

Read More

7 May 2024

Proposed Regulations, Assets that Make Great Charitable Gifts & Election-Year Dynamics

Read More

4 April 2024

Numbers Talk, Benefits of Legacy Funds & Philanthropy in the Spotlight

Read More

1 April 2024

Donating Real Estate Directly to Charity: A Win-Win for Donors and Nonprofits

Read More

11 March 2024

Tax Return Reviews & A Primer on Types of Charitable Funds

Read More

6 February 2024

Gearing Up for Tax Time, Charitable Gift Annuities & a Love for Local

Read More

22 January 2024

What to Know About Donor-Advised Funds in 2024: Rules, Tax Deductions, Comparisons and More

Read More

9 January 2024

Spotting Client Opportunities, Unrestricted Giving & Tax Trends to Watch

Read More

1 November 2023

7 Tax-Smart Charitable Giving Tips Before 2023 Ends

Read More

12 October 2023

What’s Deductible, Donor-Advised Fund Options & Serving Female Clients

Read More