IRS released this morning the Statistics of Income Report called “Individual Noncash Charitable Contributions, Tax Year 2019”. This is the most current report. There were $74.8 billion noncash contributions on 8.8 million...

General-Explanations-FY2022 on page 62 of the American Families Plan it states: “Second, transfers of property into, and distributions in kind from, a trust, partnership, or other non-corporate entity, other than a grantor...

What are the six most common motivations that lead people to consider the charitable remainder trust? Last week we posted the second episode in our video mini-series. If you missed the first...

What are the six most common motivations that lead people to consider the charitable remainder trust? Last week we posted the first two in our video mini-series. If you missed that, please...

Hey folks, take a look at our new mini-series of videos on the Six Motivations for using a Charitable Remainder Trust. What might make a person consider transferring property to a CRT?...

Hey folks. I am introducing something new!  Please take a look.

The Spotlight will shine on different categories of happenings in the field of asset-based philanthropy. Asset-based philanthropy extends beyond just planned gift vehicles and techniques. It is the heart and soul of...