Once considered threats, many nonprofits are now actively courting grants from DAFs.
Advisors focus too much on the tax angle of philanthropy; there is a differentiating opportunity to help clients measure their charitable impact as well.
Advisors across the U.S. share their strategies.
Tax reform, as well as economic and demographic developments, have had an effect.
This year’s winners are revealed.
Some of the many lessons I’ve learned and thoughts I’ve tried to convey.
Use this sample letter to alert donor-clients.
Christopher P. Woehrle describes a case addressing Internal Revenue Code compliance in the context of charitable gifts of publicly traded securities.
FAQs addressing some common client inquiries.
Those who wait until the last minute may miss out.