Succession planning: It’s not just for businesses
Many people think of succession planning as something only relevant to businesses or nonprofits. However, it’s equally important when considering the legacy you want to leave through philanthropy, including being intentional about what happens to your...
Navigating new laws: Opportunities for 2025
It’s more important than ever to stay informed about how changes in the tax law may affect your charitable giving. The recently passed One Big Beautiful Bill Act (OBBBA) creates challenges as well as opportunities for structuring your philanthropy. We encourage you to...
Tax law changes: Time to study up?
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, which passed the House by a narrow margin in May. The OBBBA, with nearly 900 pages of provisions,...
Advancing your purpose: Considerations for a philanthropic retirement
If you’ve recently retired, you may still be figuring out the ideal balance of activities. If you’ve been retired for several years, you might still be trying to figure it out! Time and again, research shows us that finding purpose is an essential component of a happy...
