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...
The One Big Beautiful Bill Act (OBBBA), H.R. 1, signed into law by President Trump on July 4, 2025, implements major changes to the federal charitable contribution tax regime for...
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...
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...
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...
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...