May 12, 2025 | advisor knowledge hub, blog
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...
May 12, 2025 | advisor knowledge hub, blog
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...
Apr 15, 2025 | blog, grantee spotlights
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...
Apr 15, 2025 | advisor knowledge hub, blog
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...
