Apr 7, 2026 | blog, donor knowledge hub
Many people are not fully aware of the extent to which charitable organizations shape everyday life in our communities. From social services to education, healthcare, and the arts, nonprofits touch nearly every aspect of quality of life. Americans give hundreds of...
Apr 3, 2026 | advisor knowledge hub, blog
As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time,...
Apr 3, 2026 | advisor knowledge hub, blog
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately signal a prolonged downturn, the mere possibility of a bear market...
Apr 3, 2026 | advisor knowledge hub, blog
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable...
