giving hands
Top 10 Expectations for Nonprofits, Charities and Donors
Jan 10, 2017
Transparency and technology are at the forefront.
charity letter
Inform Clients of Reporting Requirements for Charitable Gifts
Jan 04, 2017
Sample letter you can send to client-donors
sharpejan17
Adapting Longstanding Tools to Possible Changes
Dec 20, 2016
Continue helping clients achieve their charitable goals.
money donation box
The Super Rich Are Getting More Generous
Dec 14, 2016
Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.
divorce
CRUT Division Pursuant to Divorce Permitted
Dec 08, 2016
IRS approved converting one charitable remainder unitrust into two
charity bracelets
Assuring 2016 Charitable Deductions
Dec 07, 2016
Essential to follow various date-of-delivery rules
money transfer
Fusing Family and Philanthropic Visions
Dec 06, 2016
UHNW families may benefit from a greater understanding of a recently available opportunity to create more for family and charity.
Sean Parker
A Few Billionaires Are Turning Medical Philanthropy On Its Head
Dec 02, 2016
What Sean Parker, Mark Zuckerburg and Sandy Weill all have in common.
capitol building
What Congress Won’t Be Doing This Year
Nov 30, 2016
Say goodbye, for now, to the adjustment of the private foundation excise tax.
money tax forms
Trumpeting 10 Year-End Tax Strategies Before They Evaporate
Nov 18, 2016
In light of Donald Trump’s election and his pre-election platform to reduce marginal income tax rates, there are several planning strategies that should be considered as part of your client’s year-end planning. John O. McManus...
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