Over the last few decades, a revolution in charitable giving has taken place. Donor-advised funds (DAFs), once a relatively small funding source for community foundations, have evolved into a significant avenue for charitable giving. Some...
According to The Chronicle of Philanthropy, 12 of the 50 most generous donors in 2014 are from the technology industry, and a stunning number of them are under age 40. The amount contributed by tech entrepreneurs increased tenfold from 2010 to...
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Planning professionals need to master the skill of communicating the tax savings from a planning technique in a manner that a potential client can quickly and easily understand. This is particularly true when dealing with charitable giving...
