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Insights
Key Charitable Giving Considerations Before Year-End 2025
With significant tax law changes set for 2026, now is the time to review your charitable strategy to maximize impact and tax efficiency before year-end.
3 min read
Maximizing the Benefits of Donor-Advised Funds
Experts discuss donor-advised fund innovations to enhance charitable impact and minimize taxes, and private foundation conversions to DAFs.
1 min read
Converting a Private Foundation to a Donor-Advised Fund
Over the past decade, donor-advised funds have grown dramatically in popularity due to their tax advantages, low administrative burden,...
3 min read
Developing a Charitable Giving Strategy
Increase the impact of your charitable giving through enhancing your charitable strategy and grantmaking processes
7 min read
Protecting Your Endowment Gift
Establishing an endowment gift to support a nonprofit cause that is important to you can be an excellent way to have a lasting impact. However, given that endowments are long term in nature, circumstances can change with the receiving nonprofit down the road that could put your generous gift at risk. Therefore, it is important to understand the potential hazards of endowment gifts, and consider options to mitigate them before funding one. Learn More: Types of Endowments The
5 min read
Using Donor-Advised Funds to Achieve Charitable Goals
Donor-advised funds, thanks to their tax advantages, flexibility, and low costs, provide an excellent vehicle for individuals and families.
2 min read
Charitable Gift Bunching
Charitable gift “bunching” may enable donors to accomplish philanthropic goals and potentially increase charitable tax deductions.
3 min read
A Perfect Pair: Donor-Advised Funds & Private Foundations
Private foundation trustees can benefit from understanding the advantages of using donor-advised funds.
5 min read
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