Aug 11, 2025 | blog, donor knowledge hub
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...
Jul 7, 2025 | advisor knowledge hub, blog, donor knowledge hub
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,...
Jul 3, 2025 | blog, donor knowledge hub
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...
Jul 3, 2025 | blog, donor knowledge hub
If you’ve served on a charity’s board of directors, you know that the role demands much more than simply showing up for meetings. Charities benefit from board members’ active engagement, strategic oversight, and a deep commitment to the organization’s mission....
Jul 3, 2025 | advisor knowledge hub, blog
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, you can be a step ahead. Plenty of research offers clues about what matters...
