Advancing your purpose: Considerations for a philanthropic retirement
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...
Information and Resources for Donors and Professional Advisors
Jul 24th 2025
Focus on the future: Tools for clients who are active charitable planners
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...
Jul 23rd 2025
Summertime reflections: Should your client give real estate to charity?
During the summer months, many people who own vacation homes may be reevaluating! Indeed, some of your clients may realize that they simply are not spending as much time at...
Jul 23rd 2025
On repeat: How recurring donations can inspire legacy gifts
These days, it seems as though there’s a subscription for anything you need. A recent study noted that the average consumer holds approximately 4.5 entertainment streaming subscriptions alone. With the...
Jul 16th 2025
Bequest giving was down. Does it matter?
No doubt you’ve seen the news that bequest giving declined by 4.4% in 2024, according to the just-released Giving USA report. As a nonprofit professional, though, you know that bequest...
Jul 16th 2025
One Big Beautiful Bill: What It Means to Nonprofits
One Big Beautiful Bill – May 22, 2025 President Trump’s sweeping 1,000 page tax and spending bill, One Big Beautiful Bill (“OBBB”), cleared a hurdle on Wednesday following a Congressional session lasting...
May 28th 2025
Comparing two scenarios: Why the step-up in basis matters
As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, from time to time,...
May 21st 2025
Uncertain times: FAQs about charitable giving
Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider how to support your favorite...
May 21st 2025
QCDs: Soon there may be more to love
If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified Charitable Distribution (“QCD”), allowing you to direct a distribution...
May 21st 2025
Crisis giving: Proceed with caution, but do proceed!
It’s a natural human response to want to help in a crisis–even though it’s hard for many people to ask for help. Indeed, Stanford social psychologist Xuan Zhao notes that...
Apr 14th 2025