Finance News

What Donors’ Advisors Should Know About Charitable Gift Annuities

Adhere to state and federal laws when operating a CGA program.

logo.png  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.

logo.png  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

logo.png  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.

logo.png  By NB  Sep 20, 2023