Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. The Upcoming Golden Age of Qualified Charitable Distributions? Mar 20, 2023 Christopher P. Woehrle discusses the 2022 Secure Act 2.0’s extension of qualified charitable distribution status to split-interest gifts. The 2024 Green Book Targets GRATs and CLATs Mar 16, 2023 Restrictions will make it more difficult to use these planning techniques. Why Do Collectors Donate Art to Private Museums? Mar 13, 2023 It all comes down to a desire to retain control. Charitable Planning With Retirement Assets Mar 13, 2023 Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes. Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
The Patient Donor: Embrace a Long-Term View Mar 27, 2023 In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger. The Upcoming Golden Age of Qualified Charitable Distributions? Mar 20, 2023 Christopher P. Woehrle discusses the 2022 Secure Act 2.0’s extension of qualified charitable distribution status to split-interest gifts. The 2024 Green Book Targets GRATs and CLATs Mar 16, 2023 Restrictions will make it more difficult to use these planning techniques. Why Do Collectors Donate Art to Private Museums? Mar 13, 2023 It all comes down to a desire to retain control. Charitable Planning With Retirement Assets Mar 13, 2023 Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes. Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
The Upcoming Golden Age of Qualified Charitable Distributions? Mar 20, 2023 Christopher P. Woehrle discusses the 2022 Secure Act 2.0’s extension of qualified charitable distribution status to split-interest gifts. The 2024 Green Book Targets GRATs and CLATs Mar 16, 2023 Restrictions will make it more difficult to use these planning techniques. Why Do Collectors Donate Art to Private Museums? Mar 13, 2023 It all comes down to a desire to retain control. Charitable Planning With Retirement Assets Mar 13, 2023 Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes. Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
The 2024 Green Book Targets GRATs and CLATs Mar 16, 2023 Restrictions will make it more difficult to use these planning techniques. Why Do Collectors Donate Art to Private Museums? Mar 13, 2023 It all comes down to a desire to retain control. Charitable Planning With Retirement Assets Mar 13, 2023 Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes. Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Why Do Collectors Donate Art to Private Museums? Mar 13, 2023 It all comes down to a desire to retain control. Charitable Planning With Retirement Assets Mar 13, 2023 Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes. Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Charitable Planning With Retirement Assets Mar 13, 2023 Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes. Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Lessons from Michael Jordan’s $10M Make-A-Wish Donation Mar 01, 2023 Tax benefits are typically secondary factors with large gifts. Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Goodwill Hunting When Selling a Business Feb 22, 2023 Isolating "personal" goodwill can be highly advantageous for sellers. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More