Giving Strategies
NIL collectives: A cautionary tale about private benefit rules
Huskies AND Cougs - both should know the details behind NIL collectives
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
Giving Strategies
Recognition or anonymity: Which one's for you?
Options to honor your charitable giving preferences for privacy
Giving Strategies
Alphabet soup: QCDs, CRTs, and CGAs
Take advantage of new giving options from SECURE 2.0
