Strategic Philanthropy

Washington’s new tax law prompts a review of your timeline, giving strategy, trust structures, and income mix.

One of the most common questions I hear from clients is: ‘How can I maximize the impact of my charitable giving?’  #HalfMyDAF offers…

Learn how donating appreciated RSUs to a donor-advised fund may offer tax advantages, support charitable goals, and help redirect concentrated equity.

Now that the standard deduction has doubled, many are finding that their donations no longer produce the tax benefits they once did.

Your donor-advised fund is a wonderful tool for bringing loved ones together in the spirit of family philanthropy and traditions.

With only weeks left in 2023, our team put together a year-end tax planning checklist to help lessen the burden in April 2024.

Learn about how our recent Community Impact Circle brought together budding and seasoned philanthropists with a shared interest in promoting equity and justice…

Learn how making charitable donations through a QCD can positively impact your IRA withdrawal strategy.

What, Where & How – Aligning your giving with your values, passions, and purpose.

The giving season has officially begun, and nonprofits around the country are bracing for lower donor turnout as the chances of an economic…