Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth.

Foundation Source client survey reveals that donors took a long-term mindset.

What would an advisor do differently?

Costly appraisals could siphon away dollars that would have flowed to charities instead.

Grants to charity increased in 2022 to more than $4.7 billion.

IRS CCA memo confirms how to substantiate the value of crypto contributions.

The Biden administration’s first-ever analysis of tax return data by race and ethnicity shows a discrepancy in those who gain from lower rates on capital gains and dividends.

Will you still be advising them?

What are the possible repercussions for the nonprofit organization?