Celebrity Estates: MacKenzie Scott and the Future of Giving

Dec 06, 2021

MacKenzie Scott, Jeff Bezos' ex-wife, provides an example of charitable giving through a personal, philosophical and operational standpoint.

Ten Tips For Evaluating Nonprofits

Dec 01, 2021

Clients should ask these questions before making a donation.

Five Tips to Maximize Clients’ Year-End Giving

Nov 19, 2021

How to make charitable contributions go further.

The High Cost of Substantial Influence

Nov 18, 2021

Christopher P. Woehrle illustrates the need for a foundation manager independent of the control of a disqualified person.

COVID-19 and Gift and Estate Valuations: One Year Later

Nov 15, 2021

The many uncertainties that still linger create a rare planning opportunity.

Celebrity Estates Podcast: Elon Musk's Charitable Limits

Nov 08, 2021

What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax-efficient charitable donations.

How to Help Philanthropically Minded Clients Develop a Charitable Giving Road Map

Nov 05, 2021

The sheer number of nonprofits shouldn’t force clients into a self-imposed game of 'eeny, meeny, miny, moe.'

Religious Tax Exemption Strains Charity 'Grand Bargain'

Oct 25, 2021

It may no longer work for 21st century American society.

Girls Who Code Is Getting an ETF in New Fund Debut

Oct 21, 2021

IndexIQ is launching three new thematic ETFs geared toward socially-conscious investors, each partnering with a nonprofit, donating 10% of its management fee to the cause.

Charity Refuses Pledge from Jamie Lynn Spears

Oct 20, 2021

Mental health nonprofit This is My Brave publicly declined a donation tied to the proceeds of Spears’ upcoming memoir.