Feb 26, 2026 | blog, donor stories
Knea Hawley, Executive Director of the Riverside Unified School District Foundation, alongside the Foundation’s Board of Directors, is working to eliminate financial obstacles and clear pathways toward higher education for all RUSD students. That premise brought her...
May 13, 2025 | blog, donor knowledge hub
As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, from time to time, draft legislation has proposed that this principle be changed or eliminated. Although tax law...
May 12, 2025 | blog, donor knowledge hub
If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified Charitable Distribution (“QCD”), allowing you to direct a distribution from your IRA to an eligible charity, such as a designated fund, unrestricted fund, or...
May 12, 2025 | blog, donor knowledge hub
Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider how to support your favorite charities this year, take a moment to evaluate which assets may be best suited for...
May 12, 2025 | advisor knowledge hub, blog
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty. Here are three trends to watch as you guide your clients through an...
