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Timely perspective on developments affecting philanthropy, planned giving, and nonprofit fundraising. Regulatory changes, emerging trends, and issues that demand immediate attention — not evergreen content.
End-of-life planning is crucial for ensuring your wishes are honored and easing the burden on loved ones. Discover 12 essential documents to consider in this comprehensive guide.
Learn how donating stock to charity can maximize your impact and tax benefits. Discover the advantages, methods, and step-by-step processes in this comprehensive guide.
Learn how to designate a beneficiary for a life insurance policy to ensure your loved ones receive the financial support they need promptly and efficiently.
Understanding property transfer without a will and the intestate succession process.
If you once performed like an expert gymnast nailing every routine, you might have found that you’ve become a bit wobbly since you started working at home. Sure, there have been advantages—less time commuting, fewer office interruptions. But it can also be hard staying productive. Here’s how to score a perfect 10, every time.
Valuable resource: Summary of Robert Sharpe’s white paper The Pandemic & Philanthropy: What Have We Learned and Where Do We Go from Here? Based on input from charitable organizations across the country and professional advisors for nonprofits and philanthropists. Here’s what pandemic philanthropy has taught us…
Do you feel overwhelmed by all of the regulations affecting the planned giving industry? What compounds the situation is how others respond to new legislation such as the SECURE Act. What do they offer you? Subject matter genius attorneys who are super brilliant with tax laws.
Free Online Will & Estate Planning Tool for Charitable Giving
A donor-facing estate planning tool designed to help document charitable intent.
For those who drive change — not watch it. Join the top 1%.