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...
Trust matters: Your clients’ go-to resource for community impact
As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level of trust with the people and organizations that are helping carry out their philanthropic...
Make a plan–and make your favorite charities part of it
At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of attorney, as well as undertake at least a basic level of financial planning to stay on track with retirement and other wealth-related goals...
