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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…
A common thread that tends to bind together nonprofits and those who serve them is the desire to have a positive impact on our society. Perhaps now - more than any time in the past…
In an early-2015 blog, we talked about the option of making gifts to charity directly from an Individual Retirement Account (IRA) to satisfy one's Required Minimum Distribution (RMD). This strategy is known as Qualified Charitable…
George Weiner is the “Chief Whaler” (a.k.a. founder and president) of Whole Whale, a digital agency based in Brooklyn, New York. Members of RegentAtlantic’s Neighborhood Nonprofit Group (NNG) recently asked Weiner for advice on improving…
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…
