Join us for an in-depth look into the fundamentals of donor-advised funds (DAFs) and how to leverage their power to enhance your client’s charitable giving… Read More »On-demand webinar: Maximize year-end giving
On September 20, 2023, the Federal Reserve decided to keep the federal funds rate steady for the fourth quarter of 2023. While the future is… Read More »Charitable giving in the era of high interest rates
To make a positive impact on society, support charitable missions, and leave a lasting legacy for future generations, consider starting a private family foundation. A… Read More »What is a private family foundation? Your complete guide
In some ways, the coming chaotic rush to beat the year-end clock no doubt will be like all of those we’ve experienced in the past.… Read More »Trends likely to shape your clients’ end-of-year
I know a long-time cyclist who, like a lot of athletes, tracks his performance over time. The thing is, back when he started cycling, amateur… Read More »No more spreadsheets: Sub-accounting for endowment, foundation, and DAF clients
One area of wealth management that can be counted on to drive some year-end urgency is charitable giving. As Q4 winds down, your clients become… Read More »The advisor’s year-end checklist for strategic charitable giving
Endowment accounting for nonprofits: Definitions, rules, and more Commonly referred to as a board-designated fund, a quasi endowment functions similarly to a true endowment, but… Read More »A nonprofit’s guide to endowment accounting
The United States officially set up the Internal Revenue in 1953 as the successor of the Bureau of Internal Revenue. In seventy years, the agency… Read More »Q3 2023 Tax Updates: The future of the Internal Revenue Service
Partner blog: This blog is in partnership with Impax, an industry leader in investing in the opportunities arising from the transition to a more sustainable… Read More »Investing for good: The power of DAFs and sustainable investing
Like a lot of Americans, many of your clients probably plan to leave some of their wealth to charity. After all, it’s good to know… Read More »Funding a DAF or CRT through an estate
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