Planned Giving

The lines between business and charity, and between for-profit and nonprofit, are blurring.

In my last column, “Beginning With The End in Mind: Clearing Barriers to a Successful Business Succession Plan,” which appeared in the April 2016 issue (p. 9), I examined the planning challenges of gifting S corporation stock to...

Help clients create a long-lasting legacy.

A donor may be able to give more than thought possible.

A new IRC Section disguised as a “clarification”

 Here are some steps your clients should take for substantial donations.

When it comes to philanthropy, advisors want donors to act.