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By recognizing there are various charitable giving vehicles that donors use to engage in philanthropy, there is also the recognition that there is no single method that is a universally perfect
Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts. To make the most of your charitable gifts and achieving
Seeking to preserve your family’s values, support each member’s ability to personally thrive and engage collectively in meaningful ways? Philanthropy can be a great unifier in family wealth. Join
While every philanthropic journey is unique, there are points at which all families must make decisions. This series of seven short videos offers a comprehensive introduction and refresher to
There are many benefits to establishing and running a family foundation, including strengthening the family bond and developing a philanthropic legacy while creating a lasting impact through
In philanthropy, meaningful change is the aim—it’s the purpose and the promise. But in striving for and achieving impact, effectiveness must go beyond healthy funding practices with
While it might seem like a great position to hold a concentrated position in a low-basis stock that has appreciated over time, it poses several challenges related to investment risk and taxes. Here
There have been a number of significant rulings in the U.S. Tax Court and the U.S. Supreme Court this year regarding charitable contributions, the Report of Foreign Bank and Financial Accounts (“FBAR
Families are reconsidering their motivations for giving and how their philanthropy carries forward their values, aims, and objectives. It’s promoting deeper intentionality, humility, empathy,
Through interviews with dozens of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates to values-driven giving and a