The latest news and insights impacting charitable giving for your clients.

Philanthropic Insights

Cash Crunch: Gifting Non-Income Producing Assets

April 26, 2022

Tax & Legislation

A Mixed Bag: Budget Legislation

April 26, 2022

Tax & Legislation

Thumbs Up: SECURE Act 2.0

April 26, 2022

Philanthropic Insights

Closely Held Business Interests: Adventuresome Giving

March 22, 2022

Tax & Legislation

Winds of Change and Headwinds: Legislation and Inflation

March 22, 2022

Philanthropic Insights

Philanthropy: A Calming Force

March 22, 2022

Philanthropic Insights

When Giving Hard-to-Value Assets, Creativity – and Caution – Are Critical

February 23, 2022

Philanthropic Insights

Big Gifts Are Getting Bigger

February 23, 2022

Tax & Legislation

So, What Happened to Tax Reform?

February 23, 2022

Philanthropic Insights

Helping You Stay Current on Charitable Giving Topics

February 23, 2022

Tax & Legislation

Moving into 2022 with Philanthropic Purpose

January 27, 2022

Philanthropic Insights

Transfer of Wealth: Following the Money

January 27, 2022