Weighing the options: Private foundation or donor-advised fund?

  When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly, you are familiar with both private foundations and donor-advised funds as useful charitable giving...

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Refresher course: Charitable gift annuities

Several advisors have shared with us recently that they’re fielding more questions about charitable gift annuities (CGAs). It’s quite possible that CGAs are landing on clients’ radars these days for a couple of reasons:  A $54,000 opportunity  Word is finally getting...

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