Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left out of discussions when new tax incentives are proposed in Congress, primarily (and logically) because these
Despite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profile giving by donors associated with well-known businesses has maintained its
Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for your clients who like the idea of an up-front tax deduction,
Most attorneys, accountants, and financial advisors are well-aware of donor-advised funds and the reasons behind their popularity. Especially when a donor-advised fund is established at the community foundation, this vehicle
Professional Advisors frequently comment that they’re surprised to discover the many ways the Community Foundation can help their clients, especially compared with national donor advised fund programs affiliated with brokerage
What is trust-based philanthropy? Trust-based philanthropy is a new approach to how philanthropy is usually performed. It shifts the dynamic between the two parties and highlights the importance of equity
Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of the population in the United States, may
Having hosted a handful of family philanthropy events and benefitting from strong relationships with our Fundholders, we have been witness to many different stories and desires of parents wanting to
Your clients will arrive in 15 minutes. You’re reviewing the file. Everything is in order. The estate planning documents are up to date, you’re ready to share the latest investment
