Donor-Advised Funds: Flexible, Tax-Friendly and That's Just the BeginningBy Julie Dais, CAP, Director of Gift PlanningAs attorneys, CPAs and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is...

Bunching: A Tax-Savvy Tool for Your ClientsBy Marlo Turner, CFRE, Director of Gift PlanningBunching: (verb) The technique a taxpayer uses to aggregate multiple years of charitable donations into one year to deliberately exceed the standard deduction. Synonyms:...

Three Clients. Three Solutions. One Common Theme.By Marlo Turner, Director of Gift PlanningWe’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients...

Inherited IRAs: A Charitable Solution?By Julie Dais, Director of Gift PlanningRemember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long...

Tongue Twister: OBBBA, IRAs, QCDs and FAQsBy Julie Dais, Director of Gift PlanningIf your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix, and now, well good...

One Big Beautiful Bill Act: Three Big Picture PointersBy Julie Dais, Director of Gift Planning“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, financial advisors and donors ever since the One...

Navigating New Laws: Opportunities for 2025By Julie Dais, Director of Gift PlanningIt’s more important than ever to stay informed about how changes in the tax law may affect charitable giving. The recently passed One Big Beautiful Bill Act (OBBBA) creates challenges...

One Big Beautiful Bill Act: Three Insights for PhilanthropyBy Julie Dais, Director of Gift PlanningThe One Big Beautiful Bill Act (OBBBA) was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R....

Drilling Down, More Questions Than Answers: Pending Tax LegislationBy Julie Dais, Director of Gift PlanningThere’s little doubt that you’ve seen extensive news coverage of the "Big Beautiful Bill" (H.R. 1) that passed the House of Representatives by a 215-214 vote on...

CRTs: The Who, What, Where, When, Why and How?By Julie Dais, Director of Gift PlanningIf you’ve represented charitable families over the years, you’ve certainly heard the term Charitable Remainder Trust, or a CRT. You might have even helped clients set them up, but...