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FUND ADVISOR PORTAL
Blog: Philanthropic Resources
A voice for positive community change.
April 20, 2022
Philanthropic Resources
Legislative update: Tax law changes are swirling
This spring, there is certainly no shortage of proposed tax law changes in the works. Notably (and recognizing that it is impossible to predict when, or if, any proposed legislation will become law), we are ...
advisors
March 16, 2022
Philanthropic Resources
Tips for advising clients about giving retirement assets to charity
The COVID-19 era is sometimes referred to as the Great Resignation because of the large number of people who have exited the workforce in the last couple of years. Some are referring to this period ...
advisors
Philanthropy
retirement
February 16, 2022
Philanthropic Resources
Help your clients plan for 2022 charitable giving
As your clients gear up for another year of giving, how can you help them make the most of their good intentions? Consider helping clients plan their charitable giving budgets around three points: amount, timing ...
advisors
Philanthropy
January 20, 2022
Philanthropic Resources
Philanthropy and the family business: Ripe for great questions
More than half of the country’s GDP is generated by the 5.5 million family-owned businesses in the United States. Profits aren’t the only priority for most family businesses; indeed, the vast majority of family business ...
advisors
family philanthropy
Philanthropy
September 15, 2021
Philanthropic Resources
Charitable tax incentives to help you maximize your charitable impact
By Alison O’Carroll, director and philanthropic counsel Because of the continuing impact of the coronavirus pandemic on individuals, businesses and nonprofits, your charitable donations are needed more than ever this year. Here are some strategies ...
May 18, 2021
Philanthropic Resources
COVID-19 relief in India
India’s coronavirus caseload surged past 25 million today, with a record death toll. The country’s medical system is overloaded and facing a shortage of medical supplies, especially oxygen, and the already difficult situation has been ...
COVID-19
Cyclone
disaster philanthropy
India
medical supplies
pandemic
vaccine
February 19, 2021
Philanthropic Resources
Help for Texans in the wake of winter storm
This week, our neighbors in Texas were hit with a deadly winter storm that cut power and disrupted water supplies for millions across the state. Residents in this southern state have been faced with freezing ...
disaster
disaster philanthropy
food access
freezing
Homelessness
Texas
water access
winter storm
November 17, 2020
Philanthropic Resources
Tax changes and year-end giving
By Alison O’Carroll, JD, MBA, director and philanthropic counsel Minimize taxation and maximize your philanthropy! There are some unique charitable giving opportunities available only in 2020 and other tax-wise giving strategies for you to consider. ...
year-end giving
September 16, 2020
Philanthropic Resources
Philanthropic response to California and Oregon wildfires
In the past few weeks, states along the western coast of the United States have seen a record-breaking fire season, with associated displacement of residents, damage to buildings and forests and health impacts from smoke-filled ...
California
damage
disaster
disaster philanthropy
fire
Oregon
wildfires
August 31, 2020
Philanthropic Resources
Help the victims of Hurricane Laura
Many of our donors want to know how they can help the victims of Hurricane Laura. This list of nonprofit organizations are working on immediate response or laying a path for future recovery. ...
disaster
disaster philanthropy
Hurricane
Hurricane Laura
Louisiana
Texas
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