A family legacy of giving rarely begins in a lawyer’s office. It starts at the dinner table, during volunteer experiences, and through countless small…
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Happy DAF Day! Donor-advised funds are best known for making it easy to set aside money for charitable giving and recommend grants that have…
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Planned giving is rarely a solitary endeavor. It’s a collaborative effort between your organization, your donor, and the donor’s advisor, attorney, accountant, or trust…
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Year-end donors are more than seasonal givers—they’re potential legacy builders. Their loyalty, paired with the season’s spirit of generosity, makes this the perfect time…
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Why are qualified charitable distributions popular? Qualified charitable distributions (QCDs) are a valuable giving tool for IRA owners age 70½ or older who do…
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When the weather heats up, nonprofits often experience a cooldown in giving and donor engagement. This “summer slump” is well documented: • An analysis…
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Your donors have an amazing capacity for generosity. The current economic fears and fluctuations will not put a halt to philanthropy, but they are…
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Two of the most common giving options for wealthy families are donor-advised funds (DAFs) and private foundations. Both involve an initial contribution of assets…
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April is National Financial Literacy Month, which promotes financial education and empowerment. As Americans finish and file their taxes, it’s a good time for…
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Many donors find charitable beneficiary designations to be a simple way to make a significant legacy gift—one that bypasses probate, costs nothing now, and…
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