Philanthropy

Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes.

Flexibility and good advice are key when there's no 'obvious' successor.

In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger.

Christopher P. Woehrle discusses the 2022 Secure Act 2.0’s extension of qualified charitable distribution status to split-interest gifts.

Restrictions will make it more difficult to use these planning techniques.

It all comes down to a desire to retain control.

Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.

Tax benefits are typically secondary factors with large gifts.

Isolating "personal" goodwill can be highly advantageous for sellers.

Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth.