Help Wealthy Clients Pass on Philanthropic Values to Their Children Dec 13, 2023 It’s time to have uncomfortable conversations; advisors must step up . New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Q&A: Donor-Advised Funds vs. Private Foundations Nov 09, 2023 Philanthropy experts answer advisor questions. The Changing Dynamics of Women and Charitable Giving and Investing Nov 06, 2023 Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing. Encourage Clients to Open DAF Accounts Before It’s Too Late Nov 01, 2023 Twelve questions to stimulate interest. Philanthropists Are Pulling the Plug on Donations to Major Universities Nov 01, 2023 Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give. IRS Warns Taxpayers to Be Wary of Fake Charities Oct 25, 2023 Doing your due diligence before donating is more important than ever. Pending, Yet Important, Business in Washington Oct 23, 2023 Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed. Foundations Continue to Give Generously Amid Economic Uncertainty Oct 18, 2023 But can it be sustained, given the negative asset growth in 2022? Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Q&A: Donor-Advised Funds vs. Private Foundations Nov 09, 2023 Philanthropy experts answer advisor questions. The Changing Dynamics of Women and Charitable Giving and Investing Nov 06, 2023 Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing. Encourage Clients to Open DAF Accounts Before It’s Too Late Nov 01, 2023 Twelve questions to stimulate interest. Philanthropists Are Pulling the Plug on Donations to Major Universities Nov 01, 2023 Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give. IRS Warns Taxpayers to Be Wary of Fake Charities Oct 25, 2023 Doing your due diligence before donating is more important than ever. Pending, Yet Important, Business in Washington Oct 23, 2023 Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed. Foundations Continue to Give Generously Amid Economic Uncertainty Oct 18, 2023 But can it be sustained, given the negative asset growth in 2022? Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Q&A: Donor-Advised Funds vs. Private Foundations Nov 09, 2023 Philanthropy experts answer advisor questions. The Changing Dynamics of Women and Charitable Giving and Investing Nov 06, 2023 Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing. Encourage Clients to Open DAF Accounts Before It’s Too Late Nov 01, 2023 Twelve questions to stimulate interest. Philanthropists Are Pulling the Plug on Donations to Major Universities Nov 01, 2023 Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give. IRS Warns Taxpayers to Be Wary of Fake Charities Oct 25, 2023 Doing your due diligence before donating is more important than ever. Pending, Yet Important, Business in Washington Oct 23, 2023 Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed. Foundations Continue to Give Generously Amid Economic Uncertainty Oct 18, 2023 But can it be sustained, given the negative asset growth in 2022? Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Q&A: Donor-Advised Funds vs. Private Foundations Nov 09, 2023 Philanthropy experts answer advisor questions. The Changing Dynamics of Women and Charitable Giving and Investing Nov 06, 2023 Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing. Encourage Clients to Open DAF Accounts Before It’s Too Late Nov 01, 2023 Twelve questions to stimulate interest. Philanthropists Are Pulling the Plug on Donations to Major Universities Nov 01, 2023 Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give. IRS Warns Taxpayers to Be Wary of Fake Charities Oct 25, 2023 Doing your due diligence before donating is more important than ever. Pending, Yet Important, Business in Washington Oct 23, 2023 Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed. Foundations Continue to Give Generously Amid Economic Uncertainty Oct 18, 2023 But can it be sustained, given the negative asset growth in 2022? Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
The Changing Dynamics of Women and Charitable Giving and Investing Nov 06, 2023 Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing. Encourage Clients to Open DAF Accounts Before It’s Too Late Nov 01, 2023 Twelve questions to stimulate interest. Philanthropists Are Pulling the Plug on Donations to Major Universities Nov 01, 2023 Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give. IRS Warns Taxpayers to Be Wary of Fake Charities Oct 25, 2023 Doing your due diligence before donating is more important than ever. Pending, Yet Important, Business in Washington Oct 23, 2023 Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed. Foundations Continue to Give Generously Amid Economic Uncertainty Oct 18, 2023 But can it be sustained, given the negative asset growth in 2022? Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Encourage Clients to Open DAF Accounts Before It’s Too Late Nov 01, 2023 Twelve questions to stimulate interest. Philanthropists Are Pulling the Plug on Donations to Major Universities Nov 01, 2023 Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give. IRS Warns Taxpayers to Be Wary of Fake Charities Oct 25, 2023 Doing your due diligence before donating is more important than ever. Pending, Yet Important, Business in Washington Oct 23, 2023 Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed. Foundations Continue to Give Generously Amid Economic Uncertainty Oct 18, 2023 But can it be sustained, given the negative asset growth in 2022? Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Philanthropists Are Pulling the Plug on Donations to Major Universities Nov 01, 2023 Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give. IRS Warns Taxpayers to Be Wary of Fake Charities Oct 25, 2023 Doing your due diligence before donating is more important than ever. Pending, Yet Important, Business in Washington Oct 23, 2023 Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed. Foundations Continue to Give Generously Amid Economic Uncertainty Oct 18, 2023 But can it be sustained, given the negative asset growth in 2022? Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
IRS Warns Taxpayers to Be Wary of Fake Charities Oct 25, 2023 Doing your due diligence before donating is more important than ever. Pending, Yet Important, Business in Washington Oct 23, 2023 Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed. Foundations Continue to Give Generously Amid Economic Uncertainty Oct 18, 2023 But can it be sustained, given the negative asset growth in 2022? Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Pending, Yet Important, Business in Washington Oct 23, 2023 Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed. Foundations Continue to Give Generously Amid Economic Uncertainty Oct 18, 2023 But can it be sustained, given the negative asset growth in 2022? Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Foundations Continue to Give Generously Amid Economic Uncertainty Oct 18, 2023 But can it be sustained, given the negative asset growth in 2022? Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More