As your 2026 fundraising and donor stewardship efforts begin in earnest, it’s worth focusing on developing specific strategies for high-income and affluent donors on one hand, and entry-level donors on...
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...
At the Community Foundation for Southeast Michigan, we often meet people who are surprised to learn just how many options they have when it comes to charitable giving. Whether it’s...
Recently, several attorneys, CPAs, and financial advisors have shared with us that affluent clients have begun to ask for guidance far beyond traditional estate, tax, and investment matters. For example,...
Recently, we’ve heard from several advisors that they are beginning to observe more instances of conflict in family philanthropy among their clients. In particular, it seems that clients who strive...
Understandably, nonprofits often worry that donor-advised funds may delay or diminish their donors’ contributions. In reality, though, donor-advised funds can be very helpful to boost financial support for your mission....
The dust is settling on the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025. Charities are beginning to wrap their arms around the new law’s...
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...
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...
As you work with your charitable clients, you’ll likely encounter many who are absolutely sure they want to leave a gift to favorite charities in their estate plans, but they’re...