Year-End Checklist: Repeat, Repeat, Repeat
It’s October! You are well aware of the calendar, of course, and so are your clients. You’ve also likely already begun reminding clients about year-end … Read More
News & Stories
Apples and Oranges: Lifetime and Legacy Giving with IRAs
Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts, nearly $20 trillion of which … Read More
Trust in Action: Your Favorite Nonprofits Know What They Need
If you’ve supported a particular charitable organization for many years, and perhaps even served on its board of directors, you are likely familiar with some … Read More
It’s a Whirlwind: Sorting Through Year-End Charitable Giving Tips
If your email inbox, and even your actual mailbox, is any indication, year-end must be right around the corner! You’ve likely already started to get … Read More
Gotcha! This Missing Sentence Can Cost Your Clients a Lot of Money
If you advise charitable clients in your practice, you are no stranger to the IRS’s requirements for substantiating charitable deductions. In some cases, however, tax … Read More