Planned giving lets family-owned foundations make substantial, tax-smart gifts that reflect family values...
Community impact investing directs capital to local projects that produce measurable social or environmental...
A donor-advised fund (DAF) investment policy is a written plan that sets objectives, allowable assets,...
Donating appreciated assets—like long-held stocks or real estate—lets you support charities while often...
Strategic corporate philanthropy helps small businesses align giving with business goals to build community...
A Family Limited Partnership (FLP) is a legal structure that helps families keep control of assets while...
A practical, layered approach—contracts, insurance, entities, and trusts—professionals use to limit personal...
Phased charitable giving plans let you spread donations over time to smooth taxable income, leverage...
Coordinating beneficiary designations on IRAs, 401(k)s, and other retirement accounts is one of the simplest...
Corporate-owned life insurance (COLI) is a business-owned life policy used to create ready cash at an...