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...