Philanthropy

Christopher P. Woehrle describes a case addressing Internal Revenue Code compliance in the context of charitable gifts of publicly traded securities.

Those who wait until the last minute may miss out.

Timing is crucial, so consult this comprehensive breakdown.

As the holidays approach, consider “the fierce urgency of now.”

Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary.

Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides.

Encourage clients to gift now rather than as part of testamentary planning.