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As of January 1, 2020 new legislation called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) became effective which profoundly impacts a favored strategy for beneficiaries who inherit IRA accounts. Prior to…
There are three action steps every nonprofit should be taking in these uncertain times of the COVID-19 crisis. I believe these action steps are critically important for the current and future health of their organization. …
On March 27, the House unanimously passed and the President signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which is a $2 trillion stimulus law intended to provide immediate relief for…
Can a commitment to strong ESG investing (environmental, social, and governance) within your retirement plan investments help attract and retain talented employees in your nonprofit organization? It matters more than you might think. End Homelessness,…
We often advise our clients on the tax-savvy option of donating appreciated stock to their favorite charity instead of writing a check. In 2015, the Federal Government made another tax-advantaged way to donate to charity,…
The Tax Cuts and Job Act (TCJA) passed in late 2017 was the most significant tax legislation we have seen since 1986 and the impact of tax reform on the nonprofit community is expected to…
This is one of the most important times of year for charitable fundraising. Nearly a third of all donations are made during the month of December. There’s nothing like a deadline to motivate, and the…
Investing during modern times can be a challenging endeavor. Whether you are the CEO or CFO of your organization, or a volunteer serving on the investment committee, the responsibility of managing the investment endowment and…
When establishing a significant charitable account, our clients will often weigh the advantages and disadvantages of opening a Donor Advised Fund (DAF) versus establishing a Private Foundation. While both vehicles provide a way for individuals…
I recently attended the Nonprofit Storytelling Conference in Chicago in search of speakers and content for our upcoming Neighborhood Nonprofits Symposium. There were over 600 attendees from across the US and around the globe, with…