We are honored to work with so many donors and your clients to support the causes they care about through a donor-advised or other type of fund. We are also
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A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
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We all want to be sure that our dollars are going to worthwhile causes with the greatest positive impact that are aligned with our good intentions and wishes.
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Charitable giving patterns are actually an important window into helping a client make planning decisions around their philanthropic intentions. With a fund at
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