Philanthropy

Tips for Making Your Charitable Donations Count
Don’t Miss Out on These Year-End Tax Strategies
Jump-Start Your Family’s Philanthropy on Giving Tuesday

Jump-Start Your Family’s Philanthropy on Giving Tuesday

by Anne Bucciarelli
At this time of the year, families pause their busy lives and gather together to reflect on their many blessings. It’s also a time when thoughts of charitable giving are front of mind, and many make year-end donations. The holiday season offers an opportunity to not only reflect on how you’ve given in the past but to create a plan to drive your gifts going forward. As you gather with family or sit around the Thanksgiving table this year, take the opportunity to engage your heirs and discuss values and philanthropic interests. So when Giving Tuesday arrives on December 3, everyone can be involved in giving back.

Family Engagement, Philanthropy, Women & Wealth


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Two Charitable Vehicles That Go Hand in Hand

Two Charitable Vehicles That Go Hand in Hand

by Anne Bucciarelli, Jennifer Ostberg
How do you choose between starting a private nonoperating foundation and a donor-advised fund? In many ways, they are quite similar. They can be perpetual in nature and allow you to establish a legacy, engage your family in your giving program, and pass on your philanthropic values to your next generation. But there are some key differences.

Business Owners, Philanthropy, Women & Wealth


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Are Your Heirs Engaged?
Don’t Need Your IRA Required Minimum Distribution? Donate It.
A Day of Giving

A Day of Giving

by Anne Bucciarelli, Clare Golla
Giving Tuesday, November 27, comes at a time of year when individuals and organizations reassess their giving goals and make year-end donations. There are many ways to structure gifts to maximize the benefit to both the receiving charity and the donor. But this year, unlike years’ past, may differ because of the tax bill changes, which warrant a fresh look and perspective.

Endowments & Foundations, Philanthropy, Wealth Planning


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Reserving for the “What Ifs”
An Opportunity to Do Good
Americans Are in a Giving Mood

Americans Are in a Giving Mood

by Anne Bucciarelli
Philanthropy hit an all-time high in 2017. Americans gave over $400 billion last year, up more than 5% from the prior year. Even more interesting, almost all types of organizations saw an uptick in donations, primarily from individuals, who contributed the lion’s share. We look at some key findings from the 2018 Giving USA report on where the dollars are going and the growth of donor-advised funds.

Philanthropy, Wealth Planning


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Donor-Advised Funds: Utility Players of the Giving World
Measuring the Actual Value of Your Giving Prowess
Striving for a Better World

Striving for a Better World

by Anne Bucciarelli
Giving Day, the Tuesday after Thanksgiving, is fast approaching and with it the year-end charitable-giving season kicks off in earnest. In light of that, here is the response to one of the most common refrains we hear as we work with clients to structure their giving programs: “How can I ensure that my gifts truly make an impact?”

Philanthropy, Wealth Planning


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