FAQs: Charitable giving considerations for 2026 and beyond
It’s a new year, and it is not lost on estate planning attorneys, financial advisors, and CPAs that the dawn of 2026 brings several changes to tax laws that could...
Information and Resources for our Philanthropic Partners
Jan 7th 2026
Legislative Update: One Big Beautiful Bill Act
The One Big Beautiful Bill Act, H.R. 1, (“OBBBA”) the 2025 budget reconciliation bill, signed into law on July 4, 2025, implements major changes to the federal charitable contribution tax...
Oct 6th 2025
OBBBA will require individuals, corporations to be more strategic with charitable giving
The One Big Beautiful Bill Act (OBBBA), H.R. 1, signed into law by President Trump on July 4, 2025, implements major changes to the federal charitable contribution tax regime for...
Sep 4th 2025
Advancing your purpose: Considerations for a philanthropic retirement
If you’ve recently retired, you may still be figuring out the ideal balance of activities. If you’ve been retired for several years, you might still be trying to figure it...
Jul 24th 2025
Summertime reflections: Should your client give real estate to charity?
During the summer months, many people who own vacation homes may be reevaluating! Indeed, some of your clients may realize that they simply are not spending as much time at...
Jul 23rd 2025
One Big Beautiful Bill: What It Means to Nonprofits
One Big Beautiful Bill – May 22, 2025 President Trump’s sweeping 1,000 page tax and spending bill, One Big Beautiful Bill (“OBBB”), cleared a hurdle on Wednesday following a Congressional session lasting...
May 28th 2025
Comparing two scenarios: Why the step-up in basis matters
As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, from time to time,...
May 21st 2025
QCDs: Soon there may be more to love
If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified Charitable Distribution (“QCD”), allowing you to direct a distribution...
May 21st 2025
Apr 7th 2025
Apr 3rd 2025