top of page

All Posts

A DAF can protect you from "Giving Fatigue"

A DAF can protect you from "Giving Fatigue"

"Giving Fatigue": Using Your DAF to Keep Your Giving Focused and Fun

DAF Donors as Reliable Givers

Mar 83 min read

Corporate donor advised fund

Corporate donor advised fund

Why a Corporate DAF May Be the Best Choice for Better Business Giving

Giving & Corporate Strategy

Mar 53 min read

A grant recommendation checklist can help you determine the best causes for you to give to

A grant recommendation checklist can help you determine the best causes for you to give to

Better Giving Through Better Grants

DAF Donors as Reliable Givers

Feb 284 min read

ESG and impact investing can make your DAF dollars work harder

ESG and impact investing can make your DAF dollars work harder

Impact Investing and the Double Bottom Line: How To Make Your DAF Dollars Work Twice As Hard

DAF Donors as Reliable Givers

Feb 273 min read

Umbrella partnership real estate investment trusts (UPREITs) can be a tax-savvy tool for better giving

Umbrella partnership real estate investment trusts (UPREITs) can be a tax-savvy tool for better giving

Passive Income, Active Impact: How to Fund Your Future and Your Causes with an UPREIT

Complex Asset Giving

Feb 214 min read

Understand the similarities and differences between REITs and DSTs.

Understand the similarities and differences between REITs and DSTs.

REIT vs. DST: Which Route Can Lead to Better Charitable Giving?

Complex Asset Giving

Feb 204 min read

Avoid the assignment of income trap

Avoid the assignment of income trap

Assignment of Income: Why Timing is Everything for your Tax Strategy

Business Exit Planning

Feb 184 min read

A giving audit will help understand if your donation is an expense or an investment.

A giving audit will help understand if your donation is an expense or an investment.

The Giving Audit: Is Your Donation An Expense or an Investment?

Giving & Corporate Strategy

Feb 153 min read

A 1031 exchange can turn real estate investments into charitable impact

A 1031 exchange can turn real estate investments into charitable impact

From Tenants to Tithing: How to Use a 1031 Exchange for Charitable Giving

Complex Asset Giving

Feb 144 min read

An IDGT can be a powerful tool for charitable giving

An IDGT can be a powerful tool for charitable giving

Intentionally Defective Grantor Trusts (IDGTs)

Complex Asset Giving

Feb 84 min read

A legacy letter is an important part of your estate plan

A legacy letter is an important part of your estate plan

Passing Down Values, Not Just Valuables: The Legacy Instruction Manual

DAF Donors as Reliable Givers

Feb 73 min read

A CLT can be a powerful tool for tax planning and charitable giving

A CLT can be a powerful tool for tax planning and charitable giving

Passing the Torch, Not Just the Cash: Using a CLT for Family Wealth & Charitable Smarts

Business Exit Planning

Jan 284 min read

A family discussing their annual charitable gifts

A family discussing their annual charitable gifts

Don’t Lose the Legacy: Turn DAF Giving into a Family Affair

DAF Donors as Reliable Givers

Jan 273 min read

Deciding between CRATs and CRUTs can be confusing.

Deciding between CRATs and CRUTs can be confusing.

CRAT vs. CRUT: Making Sense of the Alphabet Soup of Trust Options

Complex Asset Giving

Jan 243 min read

Roth IRA Conversion: Give on your own schedule, not just when the IRS requires it.

Roth IRA Conversion: Give on your own schedule, not just when the IRS requires it.

Roth IRA Conversions: Breaking Free from the IRS Calendar for Better Giving

Complex Asset Giving

Jan 204 min read

Qualified Small Business Stock (QSBS)

Qualified Small Business Stock (QSBS)

Qualified Small Business Stock (QSBS)

Business Exit Planning

Jan 154 min read

When a business sale collides with a tax impact

When a business sale collides with a tax impact

The Power of the Partial Exit: Reducing Capital Gains Tax While Keeping a Seat at the Table

Business Exit Planning

Jan 113 min read

How a CLT Can Pass Your Business Wealth to the Next Generation

How a CLT Can Pass Your Business Wealth to the Next Generation

How a CLT Can Pass Your Business Wealth to the Next Generation

Business Exit Planning

Dec 31, 20253 min read

DAFs vs. Private Foundations: Choosing the Best Option for You

DAFs vs. Private Foundations: Choosing the Best Option for You

DAFs vs. Private Foundations: Choosing the Best Option for You

DAF Donors as Reliable Givers

Dec 29, 20254 min read

Building a Private Foundation as an Exit Strategy

Building a Private Foundation as an Exit Strategy

Building a Private Foundation as an Exit Strategy

Business Exit Planning

Dec 26, 20254 min read

bottom of page