Or select a specific catergory :
Archive :
-
Outline: IYE - Charitable Opportunities Investing - David B. Moore - Spring 2022
-
“Charitable Opportunities” Presentation by David B. Moore for the Spring 2022 workshop series
-
-
Donor Advised Funds 101
-
The fastest-growing tool in the philanthropic arena is the donor advised fund.
-
-
$84 trillion wealth transfer coming, advisers should be licking their chops
-
Cerulli research shows mountains of wealth will be looking for a home over the next 20 years.
-
-
The Best Way to Gift in 2022
-
Noncash giving is the way to go.
-
-
What Should I Do With My Big Fat Inheritance
-
How much money is it ethical to keep, and how much would it be ethical to give away?
-
-
Outline - IYE Week 5 - Charitable Income & Tax Planning - Don Vivrette - Fall 2021
-
“Charitable Giving” Presentation by Don Vivrette for the fall 2021 workshop series
-
-
How to Make the Most of Year-End Charitable Giving
-
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.
-
-
Outline - IYE Week 5 - Charitable Income & Tax Planning - Lindsey N. Jacobs
-
“The Secrets Your Advisors Never Tell You” Presentation by Lindsey N. Jacobs for the fall 2021 workshop series
-
-
Outline - IYE Week 5 - Charitable Income & Tax Planning - David Moore
-
“The Secrets Your Advisors Never Tell You” Presentation by David Moore for the fall 2021 workshop series
-
-
Eight Steps for Effective Family Giving
-
The understanding of philanthropic best practices has evolved.
-