Philanthropy

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.

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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What’s Your Goal in Reducing Single-Stock Risk?
Look Before You Leap onto a Non-Profit Board

Look Before You Leap onto a Non-Profit Board

by Andrea Ross, Anne Bucciarelli

If you’re wealthy and charitably inclined, you’re likely to be asked to join a nonprofit organization’s board at some point. Serving on a board may be a wonderful experience and give you an opportunity to do much good, but it’s a big commitment—and it may pose legal and ethical issues. We suggest you ask yourself and the organization several key questions.

Philanthropy, Wealth Management


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Crafting Your IPS

Crafting Your IPS

An effective Investment Policy Statement (IPS) is a key step toward good governance that, with proper attention, can boost an organization’s chances of success. Our video covers best practices to emulate and mistakes to avoid.

Philanthropy, Wealth Management


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For Donors, Sometimes ‘Both’ Is the Best Answer
Who’s Afraid of UBTI?
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