Grantee Spotlight: Grant allows TODEC to continue advocating for immigrants
In August 2023, Tropical Storm Hilary ripped through Coachella Valley, causing widespread flooding and damage, with the City of Palm Springs recording historic rainfall. In the aftermath, assistance came on many fronts and for many months. To that end, a Build...
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...
