The 2024 Green Book Targets GRATs and CLATs Mar 16, 2023 Restrictions will make it more difficult to use these planning techniques. Why Do Collectors Donate Art to Private Museums? Mar 13, 2023 It all comes down to a desire to retain control. Charitable Planning With Retirement Assets Mar 13, 2023 Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes. Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. How One Lotto Winner Spent His Millions Feb 06, 2023 What would an advisor do differently? Recent IRS Digital Asset Guidance a Mixed Bag for Donors Jan 26, 2023 Costly appraisals could siphon away dollars that would have flowed to charities instead. Turbulent Markets Didn’t Affect Grant Giving Jan 25, 2023 Grants to charity increased in 2022 to more than $4.7 billion. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Why Do Collectors Donate Art to Private Museums? Mar 13, 2023 It all comes down to a desire to retain control. Charitable Planning With Retirement Assets Mar 13, 2023 Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes. Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. How One Lotto Winner Spent His Millions Feb 06, 2023 What would an advisor do differently? Recent IRS Digital Asset Guidance a Mixed Bag for Donors Jan 26, 2023 Costly appraisals could siphon away dollars that would have flowed to charities instead. Turbulent Markets Didn’t Affect Grant Giving Jan 25, 2023 Grants to charity increased in 2022 to more than $4.7 billion. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Charitable Planning With Retirement Assets Mar 13, 2023 Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes. Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. How One Lotto Winner Spent His Millions Feb 06, 2023 What would an advisor do differently? Recent IRS Digital Asset Guidance a Mixed Bag for Donors Jan 26, 2023 Costly appraisals could siphon away dollars that would have flowed to charities instead. Turbulent Markets Didn’t Affect Grant Giving Jan 25, 2023 Grants to charity increased in 2022 to more than $4.7 billion. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. How One Lotto Winner Spent His Millions Feb 06, 2023 What would an advisor do differently? Recent IRS Digital Asset Guidance a Mixed Bag for Donors Jan 26, 2023 Costly appraisals could siphon away dollars that would have flowed to charities instead. Turbulent Markets Didn’t Affect Grant Giving Jan 25, 2023 Grants to charity increased in 2022 to more than $4.7 billion. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. How One Lotto Winner Spent His Millions Feb 06, 2023 What would an advisor do differently? Recent IRS Digital Asset Guidance a Mixed Bag for Donors Jan 26, 2023 Costly appraisals could siphon away dollars that would have flowed to charities instead. Turbulent Markets Didn’t Affect Grant Giving Jan 25, 2023 Grants to charity increased in 2022 to more than $4.7 billion. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. How One Lotto Winner Spent His Millions Feb 06, 2023 What would an advisor do differently? Recent IRS Digital Asset Guidance a Mixed Bag for Donors Jan 26, 2023 Costly appraisals could siphon away dollars that would have flowed to charities instead. Turbulent Markets Didn’t Affect Grant Giving Jan 25, 2023 Grants to charity increased in 2022 to more than $4.7 billion. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. How One Lotto Winner Spent His Millions Feb 06, 2023 What would an advisor do differently? Recent IRS Digital Asset Guidance a Mixed Bag for Donors Jan 26, 2023 Costly appraisals could siphon away dollars that would have flowed to charities instead. Turbulent Markets Didn’t Affect Grant Giving Jan 25, 2023 Grants to charity increased in 2022 to more than $4.7 billion. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
How One Lotto Winner Spent His Millions Feb 06, 2023 What would an advisor do differently? Recent IRS Digital Asset Guidance a Mixed Bag for Donors Jan 26, 2023 Costly appraisals could siphon away dollars that would have flowed to charities instead. Turbulent Markets Didn’t Affect Grant Giving Jan 25, 2023 Grants to charity increased in 2022 to more than $4.7 billion. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Recent IRS Digital Asset Guidance a Mixed Bag for Donors Jan 26, 2023 Costly appraisals could siphon away dollars that would have flowed to charities instead. Turbulent Markets Didn’t Affect Grant Giving Jan 25, 2023 Grants to charity increased in 2022 to more than $4.7 billion. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Turbulent Markets Didn’t Affect Grant Giving Jan 25, 2023 Grants to charity increased in 2022 to more than $4.7 billion. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More