Blog & Press Releases


Giving Strategies

NIL collectives: A cautionary tale about private benefit rules

Huskies AND Cougs - both should know the details behind NIL collectives

Catch up

Professional Advisors

How “catch-up” contributions can boost clients’ giving

How to help a client plan ahead to maximize a bequest of retirement fund assets and increased giving during the client’s lifetime

Anonymous Name Tag

Giving Strategies

Recognition or anonymity: Which one's for you?

Options to honor your charitable giving preferences for privacy

Qualified charitable distribution

Giving Strategies

Alphabet soup: QCDs, CRTs, and CGAs

Take advantage of new giving options from SECURE 2.0

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