If You’re Thinking That, Consider This: Five Charitable Giving Ideas for Year-End
As the end of the year approaches, you may be thinking about your charitable giving plans alongside other financial and tax planning decisions. And with … Read More
News & Stories
Expanding Your Impact: FAQs About Unrestricted Funds
Year-end is a busy and fun time for many reasons, including supporting causes you care about. This season, three occasions help celebrate the importance of … Read More
From Billionaires to Small Business Owners: Entrepreneurs Are Giving Back
Entrepreneurs are known for turning big ideas into successful businesses. Increasingly, some are also finding creative ways to turn their financial success into charitable impact. … Read More
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
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