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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
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