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When advising clients who are considering the best ways to make significant charitable gifts, it can be helpful to begin with what I refer to as the “anatomy of a gift.”

A donor advised fund (DAF) is a philanthropic vehicle that is maintained and operated by a public charity.

The “Wait a While” trust is called a charitable lead annuity trust.

A very popular option for a parent with children is called the “Give It Twice” trust. This is a trust funded when the surviving parent passes away.

The United States is a country with significant wealth. A recent study revealed that about 10 million American families have a net worth of $1 million or more.

Linda & George own a $2 million commercial building. It is fully leased with fixed payment leases. Linda & George are strong supporters of a local charity…

Experts have noted that a one dimensional focus on nonprofit finances, if not supplemented by other information, can lead a donor/social investor to make the wrong decision as to which nonprofit they support.

When donating to a nonprofit, you like to think that most of your money is going towards its stated goal, and that the nonprofit spends most of its money towards making the world a better place.

She had so much. A two-bedroom apartment. Two cars. Enough wedding china to serve two dozen people. Yet Tammy Strobel wasn’t happy.

Generosity is no longer the selfless act we’ve long thought it to be. Studies now suggest that one of the biggest benefactors of generosity is the person who is dishing it out.