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.

The Upcoming Golden Age of Qualified Charitable Distributions?

Mar 20, 2023

Christopher P. Woehrle discusses the 2022 Secure Act 2.0’s extension of qualified charitable distribution status to split-interest gifts.