Charitable Giving

Charitable Giving

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Nonprofit executive talking with wealth advisors in office

Building Financial Stability: How Nonprofits Can Prepare for Economic Downturns

May 14, 2025

woman talking to a financial advisor

Minimizing Taxes on Investment Gains: A Guide for High-Net-Worth Investors

April 8, 2025

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Weathering Federal Funding Uncertainty: Proactive Steps for Nonprofit Resilience

March 21, 2025

Los Angeles wildfire charities

From Hurricanes to Wildfires: The Power of Charitable Giving

February 4, 2025

People discussing qualified charitable distributions (QCDs)

New Rules for QCDs and IRA Contributions

January 30, 2025

Person discussing private foundation vs donor-advised fund

Charitable Giving: Is a Private Family Foundation or Donor-Advised Fund Right for You?

January 6, 2025

Family discussing the value of giving and gratitude and Thanksgiving

Thanksgiving Reflections on Giving and Gratitude

November 25, 2024

Discussing 5 Ways to Help Boost Your Nonprofit

5 Ways to Help Boost Your Nonprofit

November 15, 2024

Person discussing four estate planning strategies for tax savings

Year-End Tax Tips for High-Net-Worth Clients

September 11, 2024

Being an Impactful Nonprofit Board Member

August 12, 2024

How Charities Can Leverage CRUTs

August 9, 2024

People working on their charitable giving and Financial Plan

Aligning Charitable Giving, Estate, and Tax Planning

July 30, 2024

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Retirement

Making a Backdoor or Mega Backdoor Roth Contribution in 2025

May 15, 2025

Taxes

Building Financial Stability: How Nonprofits Can Prepare for Economic Downturns

May 14, 2025

Retirement

Don’t Leave Retirement Money Behind — How To Find Old 401(k) Accounts

May 13, 2025

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