By Lindsey Rossow-Rood Director, Donor Services Philanthropy offers a powerful way to shape the world around you, but it can sometimes feel overwhelming to navigate all the options. Whether you’re...
U.S. Supreme Court overturns the Chevron doctrine The severe blow recently dealt to federal agencies by the U.S. Supreme Court in overturning the Chevron1 doctrine in Loper Bright Enterprises v. Raimondo; Relentless, Inc. v. Dept...
As an advisor, many of your client conversations are quantitative—numbers of dollars for income, expenses, investments, taxes and the like. And while charitable contributions can be part of the mix,...
You and other attorneys, accountants, and financial advisors who work with charitably-inclined individuals and families are familiar with the basics of donor-advised funds and private foundations. Still, it can be...
Finding new donation opportunities can amplify the impact of your philanthropic investments. If you are charitably minded, you have probably spent some time considering options for philanthropic giving. Maybe you...
For those ready to make philanthropy a priority in 2022, proven strategies are the best bet. For Americans across the country, the new year represents two things: a chance to...
Consider starting a Donor Advised Fund as a part of your charitable giving. You create a fund with a minimum gift of $10,000, and recommend grants over time from the...