Charitable Giving

The Strategic Power of Donor-Advised Funds: Maximizing Impact and Efficiency in Charitable Giving

Adam / April 9, 2025

The Strategic Power of Donor-Advised Funds: Maximizing Impact and Efficiency in Charitable Giving In today’s philanthropic landscape, donor-advised funds (DAFs) […]

Gifting depreciate stock Is It a Smart Move

Charitable Giving

Gifting Depreciated Stock: Is It a Smart Move?

Adam / January 5, 2025

What Happens When You Gift Stock Held Long-Term but at a Loss? If you’ve held stock for more than a

Charitable Giving

Taxable Expenditures Explained: Essential Compliance for Private Foundations

Adam / January 2, 2025

Understanding Taxable Expenditures: What Private Foundations Need to Know Private foundations play a pivotal role in supporting charitable activities. However,