Philanthropic Impact

 

Information and Resources for our Philanthropic Partners

Legislative Update April 2026

Report: Estimating Effects on Charitable Giving https://philanthropy.indianapolis.iu.edu/news-events/news/_news/2026/less-charitable-giving-more-givers-likely-with-obbb-tax-changes-compared-to-previous-law-study-finds.html The Indiana University Lilly Family School of Philanthropy study presented by CCS Fundraising found that overall H.R.1 is expected to lower total charitable...

Read More

5 Family Philanthropy Lessons from Susan Schoenfeld

The hardest questions in family wealth aren’t financial — they’re human. How much do you tell your children about the family’s wealth, and when? How do you raise kids who...

Read More

Your Clients Will Change Their Minds. That’s a Feature, Not a Bug.

Charitable plans are built with the best of intentions: clarity, structure, long-term impact. And then life happens. A health scare redirects a client’s attention toward medical research. A grandchild’s school...

Read More

A Donor-Advised Fund Is a Starting Point. Here’s What Comes Next.

Donor-advised funds have earned their place in financial publications — and in your client conversations. As a planning tool, a DAF delivers real value: immediate charitable deductions, flexible grant timing,...

Read More

Give Strategically When It Matters Most

Nonprofits are the connective tissue of community life. Health care, education, social services, the arts — nearly every dimension of quality of life in southeast Michigan is shaped, in part,...

Read More

Your Next Major Donor Is Probably Already Volunteering for You

Nearly 8 in 10 people ages 12 to 25 participate in some form of community service. They organize donation drives. They show up consistently. They already believe in the work....

Read More

Giving Doesn’t Change. Conditions Do. Here’s How to Respond.

Federal tax policy is shifting — and that shift could reduce charitable giving by $5 to $7 billion annually, according to recent projections. That’s a number worth paying attention to....

Read More

Big and small, there is something for every giver

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...

Read More

FAQs: Charitable giving considerations for 2026 and beyond

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...

Read More

Year-End Deadlines and Planning

As you plan your charitable contributions in the weeks ahead, please note the following important information for year-end gifts and grants. Grants from your Donor Advised Fund Please submit all...

Read More