Think Outside the Box: Creative Ways to Support Charity
In our work, we meet with very diverse families, of all means and lifestyles. As we help them consider all the ways they can support the causes they love, sometimes the options surprise people. Here are a few non-cash ways to support charity through your estate.
Estate Planning Moves to Make at Any Age
No two lives are the same, so no two estate plans are the same. But there are some estate planning steps to take each decade of your life to ensure your bases are covered and your loved ones are cared for. Here we break it down!
What is a Donor Advised Fund?
Donor Advised Funds (DAFs) aren’t new, but they’re catching on in the philanthropic world because they’re incredibly flexible and easy to use. Here’s an overview of what a Donor Advised Fund is, and some creative ways clients have been using them to give more than they could otherwise.
What Would Your Nonprofit Do With a $7 Million Gift?
Your organization needs a gift acceptance policy, or a major gift could create more problems than good. Here’s a primer on how–and why–to create such a policy.