Your partner in philanthropy. SEE advisor resources
The IRS is investing upwards of $47 billion toward enforcement efforts, an amount that towers over the next-largest item on its spending plan, which is just over $12 billion slated […]
May 12th, 2023 Advisors, Knowledge, Philanthropy
Recently, you may have noticed an uptick in clients asking about leaving their IRAs and other retirement plans to a nonprofit organization. This likely has a lot to do with […]
May 5th, 2023 Advisors, Philanthropy
As you talk with your clients about charitable giving, are you leading with tax benefits? If so, you may want to rethink your approach, according to this recent article, which […]
May 1st, 2023 Advisors, Philanthropy
Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 147 professional advisors bring philanthropic expertise to clients. We are welcoming 16 new participants to this yearlong program. CAP® features […]
Apr 24th, 2023 Advisors, Philanthropy
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]
Apr 17th, 2023 Advisors, Philanthropy
Charitable deductions and the vehicles that generate them continue to land on the IRS’s radar. Consider these three quick tips to stay ahead. 1. The IRS is really, really picky […]
Apr 17th, 2023 Advisors, Philanthropy
Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in the occasional change to the provisions of the Internal Revenue Code governing charitable giving. At the […]
Apr 17th, 2023 Philanthropy
And, the wild ride continues! It’s been three years since the Covid-19 pandemic swept the globe and wreaked havoc across every area of the economy. Then came inflation, rising interest […]
Apr 17th, 2023 Advisors, Philanthropy
Despite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profile giving by donors associated with well-known businesses has maintained its […]
Mar 16th, 2023 Advisors, Philanthropy
Most attorneys, accountants, and financial advisors are well-aware of Donor Advised Funds and the reasons behind their popularity. This vehicle is an excellent way for your clients to organize their […]
Mar 16th, 2023 Advisors, Philanthropy
You can help us strengthen our community, and we can help you make your giving more effective. Be a part of the good we’re growing by contributing to one of our funds or opening your own philanthropic fund.