Donor News

If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified Charitable Distribution (“QCD”), allowing you to direct a distribution from your IRA to an eligible charity, such as a designated fund, unrestricted fund, or field-of-interest...

As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, from time to time, draft legislation has proposed that this principle be changed or eliminated. Although tax law changes to...

Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider how to support your favorite charities this year, take a moment to evaluate which assets may be best suited for your...

It’s a natural human response to want to help in a crisis–even though it’s hard for many people to ask for help. Indeed, Stanford social psychologist Xuan Zhao notes that people generally underestimate others' willingness to help and overestimate the inconvenience it may cause. Asking...

After the holiday glow has finally worn off,  you may be hit with a sinking realization that it’s time to pull together tax information and start working with your CPAs, financial advisors, and tax attorneys on the filings for last year.  Tax time can be stressful...