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A donor offers a large blended gift — cash plus bequest — and your team is thrilled. But are you counting it correctly? Two variables determine what a bequest is really worth to yo...
Some individuals want to leave part or all of their estates to organizations or causes that are meaningful to them. Here are tips for estate planning attorneys to help clients thin...
Young IPO stakeholders and retiring business owners need to be ready for the tidal wave of liquidity and tax challenges.
For high-net-worth families, charitable giving is often more than a financial decision — it is a reflection of deeply held values and a cornerstone of family legacy. Two of the mos...
Two-thirds support it, but fewer than a third have discussed it with an adviser
DonateStock is now GivingIQ, expanding beyond stock gifts with integrated tools for DAFs, cryptocurrency, and qualified charitable distributions to help nonprofits unlock non-cash...
The Center for Sustainable Giving has launched to help nonprofits shift from short-term fundraising to sustainable recurring giving. The initiative equips leaders with training, in...
Less than 5% of U.S. wealth is held in cash — yet cash makes up roughly 85% of all charitable gifts. Here's how fundraisers can close that gap by asking for what donors actually ha...
PLR may help charitable organizations’ needs for liquidity on short notice
Many federal employees care deeply about charitable giving, but the way you give can really affect your taxes. In this episode of the Plan Your Federal Retirement Podcast, Micah Sh...
Fortify trusts for flexibility.
The Charity Parity Act creates a new pathway for clients with retirement savings in employer-sponsored accounts to give to charity.
A new study highlights the advantages of integrating charitable giving into holistic wealth strategies.
Raising Stewards, Not Just Beneficiaries: Preparing Your Family for Inheritance Inheritance Is About More Than Money When families think about estate planning, the focus is often o...
May marks the true beginning of spring, but it also hosts Leave a Legacy Month – a national awareness campaign designed to help Canadians understand how to support the causes they...
Planning Ahead Makes Education Goals More Achievable The cost of education continues to rise, and many families worry about how they will pay for school without creating financial...
Online revenue jumped 15% in 2025, driven largely by one-time gifts, donor-advised funds and heavy year-end giving, according to M+R “Benchmarks” 2026. The findings highlight stron...
The funds support the Clifton M. Smart III University Advancement Center project.
Bryn Mawr Trust's Jamie Hopkins breaks down the complex giving strategy known as SLATs.
Section 1202 of the Internal Revenue Code provides one of the most valuable tax benefits available to entrepreneurs and investors who own qualified small business stock (QSBS). Sub...
Learn how to protect yourself, your loved ones, and your assets with an updated estate plan.
Charles A. Redd explains why gifts in trust and gifts of certain types of assets can be problematic.
Help clients stage the exit right.
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