Insights

When it comes to strategic giving, many donors and organizations look to maximize impact and financial benefits. Using a QCD...

When it comes to charitable giving, there are two commonly considered options: private foundations and donor-advised funds. Both offer tax...

Retired clients can put their qualified charitable distributions to work for a small, taxable income stream if they exercise care...

‘Tis the season to be jolly – and start giving. This Tuesday is Giving Tuesday, a phenomenon that started in...

Can a Private Foundation Give a Grant to an Individual? This is a very common question that we receive often...

Mastering Expenditure Responsibility Navigating the complexities of expenditure responsibility is paramount. As private foundations strive to fulfill their philanthropic missions...

Philanthropic Planning: Creating and Structuring Charitable Giving Philanthropic planning serves as a vital framework for individuals and organizations looking to...

The Impact of Philanthropic Partnerships Philanthropic partnerships are like lighthouses in the ever-changing sea of social change, offering both hope...

Corporate Foundations: Best Practices, Pros and Cons Corporate foundations are a significant part of the philanthropic landscape, offering a structured...

Private Foundation Tax Planning: A Comprehensive Guide Tax planning can be a daunting task, especially when it comes to private...

The Role of Private Foundations and Charitable Trusts in Improving the Future of Communities Private foundations and charitable trusts have...

Bunching Charitable Donations in DAF: A Tax Deduction Strategy As the new year approached, many individuals looked for opportunities to...

How Much Charitable Giving is Tax Deductible? The amount of charitable giving you can deduct each year varies based on...

How To Correctly Navigate Private Foundation Tax Rules Private foundations receive certain tax incentives to encourage philanthropic giving, including income...

Bunching Contributions, a Year-End Charitable Giving Strategy As the end of the year approaches, it’s time to start thinking about...

Maximizing Your Philanthropic Impact Despite lingering high inflation, fears of recession, geopolitical concerns and ongoing stock market volatility, Americans continue...

Philanthropic reasons abound why a donor might establish a private foundation for charitable giving, several short- and long-term tax benefits...