A new year offers a moment to consider the past and dream of the future. What are you dreaming about and how might your philanthropy change in 2022? You might consider the following questions when setting your philanthropic intentions for 2022: What excites and inspires you? What are the missions and organizations that align most closely with the values most …
Your clients rely on you for devising tax strategies that are advantageous to them, not only this year, but also for years to come. Having worked with advisors for more than 40 years, we know that charitable giving can be an essential component of a client-favorable tax strategy. It involves establishing a donor-advised fund and determining if bunching multiple years’ …
Your curiosity is a strong indication that it’s time to start thinking seriously about establishing a corporate charitable giving foundation. Obviously, you are thinking along the lines of corporate social responsibility (CSR), giving back to your community and internalizing your employees’ and customers’ desire to be associated with a brand that is making a meaningful impact on causes that matter …
