Finance News
What Donors’ Advisors Should Know About Charitable Gift Annuities
Adhere to state and federal laws when operating a CGA program.
By NB
Sep 20, 2023
Year-End Federal Policy for Donors And Advisors to Watch
Issues on the radar include disaster relief, DAFs and crypto philanthropy.
By NB
Sep 20, 2023
Charitable Giving Trends: A Brief Overview
The Giving USA Report provides insights to help meet our clients’ situations and goals
By NB
Sep 20, 2023
Classifying An Asset for Charitable Purposes
It’s not enough to show that it isn’t held as an investment or to produce income.
By NB
Sep 20, 2023