The rise of 401(k)s: Three must-know tips for charitable giving
As an attorney, CPA, or financial advisor, you’ve probably seen the news that the number of 401(k) accounts with balances topping $1 million had risen by 9.5% to 544,000 as...
Information and Resources for Donors and Professional Advisors
Feb 6th 2025
Year-end checklist for clients’ charitable giving
Charitable giving during the final few weeks of the year makes up a significant portion of total revenue for most organizations. Some research even shows that a whopping 26% of...
Nov 26th 2024
Worth a double take: QCD Reminders
For your charitably-inclined clients who are 70 ½ and older, we simply cannot emphasize enough the benefits of a tool known as a Qualified Charitable Distribution, or “QCD.” A QCD...
Nov 26th 2024
Your community foundation team: “Yes, we do that!”
As an attorney, CPA, or financial advisor, you offer clients valuable knowledge and support. We’re grateful that so many of you regularly reach out to the team at the community...
Nov 26th 2024
Chevron Overturned: What is next for DAF Regs?
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...
Jul 31st 2024
Charitable Planning with Retirement Assets for Minor Children and Special Needs Beneficiaries
IRS issues final regulations on SECURE Act and SECURE 2.0 On July 18, 2024, the IRS issued final regulations on distributions from retirement plans relating to the SECURE Act passed...
Jul 31st 2024
Charitable planning: A springboard for starting conversations
You’re certainly aware that talking about charitable giving is an important agenda item during client meetings, even with so many other topics you’ll need to cover. Attorneys, accountants, and financial...
Jul 16th 2024
Generation proof your practice
You’ve probably read the statistics that the majority of heirs are likely to fire their parents’ advisors. Naturally, whether you are an attorney, accountant, or financial advisor, you’d like to...
Jul 16th 2024
Impact of US Supreme Court’s Harvard/UNC Opinion on Nonprofit Sector: Challenges to Race-Conscious Programs
Two recent federal court decisions shed new light on the ongoing wave of DEI-related challenges following the Supreme Court’s 2023 Students for Fair Admissions, Inc. American Alliance for Equal Rights v....
Jun 30th 2024
Federal Agencies Power Curtailed
The Supreme Court cut back sharply on the power of federal agencies to interpret the laws they administer and ruled that courts should rely on their own interpretation of ambiguous...
Jun 30th 2024