A happier alternative? Moving from a private foundation to a donor advised fund (DAF)
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about establishing a private foundation when they begin to explore structuring their charitable...
Charitable remainder trusts: What, where, who, why, when, and how?
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For most attorneys, CPAs, and financial advisors, CRTs don’t come along...
Grantee Spotlight: With new grant, Oswit Land Trust expands its focus and reach
A recent grant from Inland Empire Community Foundation through the FitzDell Gifting Fund is providing new opportunities for volunteers and potential volunteers at Oswit Land Trust. David Paisley, Community Engagement Director and Deputy Director of Oswit Land Trust...
