“Charitable Opportunities” Presentation by David B. Moore for the Spring 2022 workshop series
The fastest-growing tool in the philanthropic arena is the donor advised fund.
Cerulli research shows mountains of wealth will be looking for a home over the next 20 years.
Noncash giving is the way to go.
How much money is it ethical to keep, and how much would it be ethical to give away?
“Charitable Giving” Presentation by Don Vivrette for the fall 2021 workshop series
With a draft bill from the House Ways and Means Committee on the table, all signs suggest that higher income taxes could be right around the corner. How they’ll affect charitable giving remains to be seen.
“The Secrets Your Advisors Never Tell You” Presentation by Lindsey N. Jacobs for the fall 2021 workshop series
“The Secrets Your Advisors Never Tell You” Presentation by David Moore for the fall 2021 workshop series
The understanding of philanthropic best practices has evolved.