Personality Traits Aren't the Only Factors That Impact Giving May 17, 2023 There are dozens of other variables. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. The Advantages of Gifting Non-Cash Assets Apr 19, 2023 Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. Load More first previous … 3 4 5 6 7 8 9 10 11 … next last Load More
More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. The Advantages of Gifting Non-Cash Assets Apr 19, 2023 Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. Load More first previous … 3 4 5 6 7 8 9 10 11 … next last Load More
Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. The Advantages of Gifting Non-Cash Assets Apr 19, 2023 Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. Load More first previous … 3 4 5 6 7 8 9 10 11 … next last Load More
Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. The Advantages of Gifting Non-Cash Assets Apr 19, 2023 Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. Load More first previous … 3 4 5 6 7 8 9 10 11 … next last Load More
Thirteen Tips to Attract and Keep Wealthy Clients May 01, 2023 In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives. Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. The Advantages of Gifting Non-Cash Assets Apr 19, 2023 Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. Load More first previous … 3 4 5 6 7 8 9 10 11 … next last Load More
Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art Apr 27, 2023 Sale at auction could result in half of the hammer price going to taxes and fees. President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. The Advantages of Gifting Non-Cash Assets Apr 19, 2023 Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. Load More first previous … 3 4 5 6 7 8 9 10 11 … next last Load More
President Biden’s Budget Proposal and Its Impact on Philanthropy Apr 20, 2023 Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. The Advantages of Gifting Non-Cash Assets Apr 19, 2023 Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. Load More first previous … 3 4 5 6 7 8 9 10 11 … next last Load More
The Advantages of Gifting Non-Cash Assets Apr 19, 2023 Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. Load More first previous … 3 4 5 6 7 8 9 10 11 … next last Load More
Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. Load More first previous … 3 4 5 6 7 8 9 10 11 … next last Load More
The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. Load More first previous … 3 4 5 6 7 8 9 10 11 … next last Load More