Insights
Giving Before a Sale: Navigating the Timing Rules for Gifts of Closely Held Stock
When a business owner begins contemplating the sale of a closely held company, charitable planning often enters the conversation. The...
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Converting a Private Foundation to a Donor-Advised Fund (DAF): A Practical Guide
Introduction At some point in a family’s philanthropic journey, the private foundation that once felt exciting, structured, and purposeful begins...
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Year-End Strategy: Making the Most of the 2025 Philanthropic Window
As 2025 draws to a close, families considering philanthropic gifts should consider some techniques and strategies to take advantage of...
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Avoid the Charitable Deduction Haircut: How to Maximize Gifts Before 2026
A gift in 2025 could be worth more than the same gift in 2026. For high-income donors and those with...
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How Businesses Can Leverage Charitable Giving to Enhance Corporate Social Responsibility
In today’s values-driven economy, businesses are expected to stand for more than profit. Consumers, employees, and investors alike are looking...
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Overcoming Common Challenges in Managing a Private Family Foundation
Establishing a private family foundation sounds noble—and it is. A well-managed foundation can support generations of charitable giving, help your...
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The Future of Charitable Giving: Trends Shaping Philanthropy Today
The way we give is changing—and fast. In the past, charitable giving often meant writing a check to a large...
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What is a Program Related Investment (PRI)?
In a world where every dollar counts and donors want to see measurable change, foundations are exploring smarter, more flexible...
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The Role of Impact Investing in Modern Philanthropy
Giving back is changing. What used to mean only writing checks and giving money to causes from far away has...
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Exploring Different Types of Charitable Foundations
Giving back to society is personal and strategic, but choosing the right charitable giving vehicle is overwhelming. With so many...
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The Role of Philanthropy in Estate Planning
Planning your estate is a very important part of managing and preserving your wealth. By making sure that your assets...
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Public Charity DAF Deductions vs. Private Foundation Deductions: What You Need to Know
When making donations to charity, tax incentives can be very important. Not all donations are treated equally in the eyes...
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The Impact of Charitable Giving Funds on Personal and Corporate Finances
Charitable giving has long been a cornerstone of society, driving positive change across communities. But beyond its moral and social...
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How Private Foundations Can Align Investments With Their Charitable Missions
Are private foundations really using their financial power to the fullest or missing opportunities to tie their investments to their...
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How Private Foundation Management Services Can Help Your Giving Strategy
Private foundations serve as powerful vehicles for charitable giving, allowing individuals, families, and organizations to make a lasting impact on...
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Innovative Ways Philanthropists Are Using Donor Advised Funds to Drive Change
Philanthropy is no longer about writing checks; it’s about strategy, innovation and long-term impact. Donor advised funds (DAFs) are becoming...
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Why Corporate Donor Advised Funds Are Gaining Popularity
Corporate giving has evolved significantly over the years, with businesses increasingly seeking strategic, tax-efficient, and impactful ways to donate. One...
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Funding a Charitable Gift Annuity with an IRA
When it comes to strategic giving, many donors and organizations look to maximize impact and financial benefits. Using a QCD...
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Donor Advised Funds vs Private Foundations
When it comes to charitable giving, there are two commonly considered options: private foundations and donor-advised funds. Both offer tax...
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How To Generate Income From Charitable Giving
Retired clients can put their qualified charitable distributions to work for a small, taxable income stream if they exercise care...
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How Advisors Can Take Part in Giving Tuesday
‘Tis the season to be jolly – and start giving. This Tuesday is Giving Tuesday, a phenomenon that started in...
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Can a Private Foundation Give a Grant to an Individual?
Can a Private Foundation Give a Grant to an Individual? This is a very common question that we receive often...
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What is Impact Investing?
When most people think about philanthropy, they imagine giving money away—writing a check, making a grant, maybe setting up a...
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Mastering Expenditure Responsibility
Mastering Expenditure Responsibility Navigating the complexities of expenditure responsibility is paramount. As private foundations strive to fulfill their philanthropic missions...
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Philanthropic Planning: Creating and Structuring Charitable Giving
Philanthropic Planning: Creating and Structuring Charitable Giving Philanthropic planning serves as a vital framework for individuals and organizations looking to...
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The Impact of Philanthropic Partnerships
The Impact of Philanthropic Partnerships Philanthropic partnerships are like lighthouses in the ever-changing sea of social change, offering both hope...
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Corporate Foundations: Best Practices, Pros and Cons
Corporate Foundations: Best Practices, Pros and Cons Corporate foundations are a significant part of the philanthropic landscape, offering a structured...
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Private Foundation Tax Planning: A Comprehensive Guide
Private Foundation Tax Planning: A Comprehensive Guide Tax planning can be a daunting task, especially when it comes to private...
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The Role of Private Foundations and Charitable Trusts in Improving the Future of Communities
The Role of Private Foundations and Charitable Trusts in Improving the Future of Communities Private foundations and charitable trusts have...
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Bunching Charitable Donations in DAF: A Tax Deduction Strategy
Bunching Charitable Donations in DAF: A Tax Deduction Strategy As the new year approached, many individuals looked for opportunities to...
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How Much Charitable Giving is Tax Deductible?
How Much Charitable Giving is Tax Deductible? The amount of charitable giving you can deduct each year varies based on...
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How To Correctly Navigate Private Foundation Tax Rules
How To Correctly Navigate Private Foundation Tax Rules Private foundations receive certain tax incentives to encourage philanthropic giving, including income...
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Bunching Contributions, a Year-End Charitable Giving Strategy
Bunching Contributions, a Year-End Charitable Giving Strategy As the end of the year approaches, it’s time to start thinking about...
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Maximizing Your Philanthropic Impact
Maximizing Your Philanthropic Impact Despite lingering high inflation, fears of recession, geopolitical concerns and ongoing stock market volatility, Americans continue...
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Private Foundations Offer Solid Tax Breaks With Proper Planning
Philanthropic reasons abound why a donor might establish a private foundation for charitable giving, several short- and long-term tax benefits...
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