Funding Your Charitable Goals with Your Business

Funding Your Charitable Goals With Your Business

Authors: Matt Masterson and Brent Beene Donor Advised Funds (DAFs) are a simple and flexible way for individuals to donate appreciated securities and direct those funds to their favorite charities.  In addition to contributing public…

5 Planned Giving Strategies for Your Donors

5 Planned Giving Strategies For Your Donors

It is my experience in dealing with gifting strategies that about two-thirds of all planned gifts to charities fall into that old standby category: The bequest. It’s an easy planned gift. The donor simply inserts…

Dying in New Jersey: The Estate Tax Challenge

Dying In New Jersey: The Estate Tax Challenge

Benjamin Franklin is often credited for the well-known phrase “…in this world nothing can be said to be certain, except death and taxes.” If Franklin lived in New Jersey today, he’d undoubtedly stand by that…

Gifts that Keep on Earning: Roth IRAs

Gifts That Keep On Earning: Roth IRAs

Helping your kids and grandkids save for their future can be incredibly rewarding. You get the pleasure of sharing your wealth (possibly in a very tax-efficient way), and your kids/grandkids get the chance to start…