If you’re a business owner, odds are you already give back to your community. Like many entreprenuers, your business likely sponsors events, makes in-kind donations and donates cash to favorite organizations. Many local business owners ...

As you contemplate your legacy and adjust your estate plan over the years, it’s natural to focus on your children and family as the primary beneficiaries in your will and trust. If you’re like an ...

Among the many benefits of discussing charitable giving with your clients is that they will view you not only as a transactional advisor, but also as a trusted professional who is knowledgeable about local community ...

The Community Foundation for Greater Atlanta can accept and liquidate dozens of cryptocurrencies, including bitcoin, and use the proceeds to open or bolster a donor-advised fund or other charitable vehicle. The donor will avoid paying ...

Our team is closely tracking the IRS’s proposed regulations concerning donor-advised funds, issued in November 2023. Certainly these regulations are just “proposed;” it is unclear whether and to what extent they will become final.  If ...

Charitable giving is a powerful topic that, unfortunately, is often overlooked by advisors. Among 421 wealth advisors surveyed last year, only 20% reported regularly bringing up charitable giving in their meetings with wealthy clients, and ...

Money, mortality and family relationships. Each of those topics alone can be tough for anyone to address head-on, and when you combine them, it’s no wonder so many people put off setting up or updating ...

By Drew Lindsay, The Chronicle of Philanthropy JANUARY 16, 2024 Advertising for donor-advised funds often features a cute photo of a piggy bank — a visual representation of the funds as charitable savings accounts. Marketers, however, could ...

Decisions, decisions. We all face them. In fact, we often change our minds after a decision is made. In estate planning, those changes can be expensive if new documents need to be drafted or existing ...

A new year is such a great time to plan and reboot. Cliche as it may be to talk about resolutions this time of year, it’s tough to deny that January represents a clean slate ...