Mar 1, 2023
What are the pros and cons of each of these vehicles? Which is right for your needs and desired impact? Learn more about our Donor Advised Funds >> FeatureCCF DAFPrivate FoundationSet-Up CostNoneLegal & AccountingEase of Set-UpA simple form & can grant...
Jan 6, 2023
By Marie Galetto-Dugoni Do you know the difference between responsive and strategic grantmaking? Do you know which is best for your giving? Most of the conversation around these topics is usually focused on foundations or major donors, however taking a critical look...
Dec 19, 2022
Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Missed the tips from the first 8 days? Check out days 1-4 here and days 5-8 here. Day 9: Review Your Previous Year of Giving What...
Dec 16, 2022
Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Missed the tips from days 1-4? Check them out here! Day 5: Donate your RMD Have you considered donating your Required Minimum Distribution...
Dec 14, 2022
Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Day 1: Donate Appreciated Assets Donating appreciated assets to charity is an excellent way to support the causes you care about. A...
Nov 30, 2022
Written for the Succession Advisors website Qualified Personal Residence Trusts (“QPRTs”) Can be Used to Effectively Transfer an Interest in a Residence A QPRT is a trust that may be used to transfer an interest in a principal residence and/or one “vacation home” on a...
