Key takeaways: Situation: A successful business owner with a sizable IRA wanted to leave a meaningful legacy to his community and reduce his heirs’ tax… Read More »How an IRA funded a legacy through a donor-advised fund
Key takeaways Situation: A donor wanted to make a significant gift to support Ukraine but was facing high capital gains taxes on a valuable asset. Solution:… Read More »Ukraine’s jewel: A story of impact
Key Takeaways Situation: A widow inherited her late husband’s rare book collection and wanted to honor his legacy while supporting the causes they both cared… Read More »Pages of generosity: Wilson’s literary legacy
As of February 21, 2025, the Department of Government Efficiency (DOGE) is driving changes—$3.4 billion in reported savings, federal tech upgrades, and workforce shifts Your… Read More »DOGE developments: A window of opportunity for financial advisors
Partner blog: This blog is in partnership with CapShift, a specialist firm whose impact investing platform and suite of solutions empower financial and philanthropic institutions,… Read More »Help clients give smarter: The power of recoverable grants
As we approach the 2024 election, wealthy individuals face significant changes to their financial outlook – and while some are tempted to wring their hands… Read More »Election 2024: Essential tax strategies advisors are using now
Takeaways SITUATION: Craig, facing a substantial tax bill from selling his $95 million farm-to-table business with nearly zero cost basis, was determined to transform his… Read More »Using a DAF to donate business interest anonymously
Takeaways SITUATION: Mark and Sally, deeply troubled by the escalating climate crisis, felt frustrated and powerless when their commercial DAF provider couldn’t support their desire… Read More »Using a DAF for climate support: Turning concerns into action
Takeaways SITUATION: When financial advisor Benjamin James met with Winston and Lyla Washington for a semi-annual review, the couple expressed their passionate desire to involve… Read More »Generational giving: The DAF that changed a family’s future
Takeaways SITUATION: Private foundation grant takes too long for donors who urgently need to get relief funds to a charity after a crisis. SOLUTION: Use… Read More »DAF vs private foundation: DAF quickly provides relief funds during crisis
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