Philanthropic Impact

 

Information and Resources for Donors and Professional Advisors

In Re Robert T. Keeler Maintenance Fund for the Hanover Country Club at Dartmouth College, Sup. Ct. New Hampshire

The New Hampshire Supreme Court recently ruled that Dartmouth College can repurpose money a deceased alumnus left for the sole purpose of maintaining the school’s golf course to support other...

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Professional Organization Denied IRC Section 501(c) Status

In June, the IRS denied a professional organization tax-exempt status under Section 501(c)(3) in Letter 4034. The organization was dedicated to educating estate planning professionals and promoting cooperation among businesses...

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3 Tried and True Financial Strategies for Charitable Giving in 2022

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...

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Estate Planning Opportunities: Impact of a Low-Interest Rate Environment and COVID-19

Interest rates that are used to calculate the gift tax deduction in estate planning strategies are at historically low levels in response to the slowdown of the economy and the...

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Address your IRA planning now to maximize tax savings

Consider using your individual retirement account (“IRA”) to achieve your charitable giving goals in 2019. Consider using your individual retirement account (“IRA”) to achieve your charitable giving goals in 2019...

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