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Giving Ventures Podcast: Episode 67 – Is That Nonprofit Really Effective?
DonorsTrust | Podcast Episodes | No CommentsIt takes more than an admirable mission statement to make a difference. So how can you tell the difference between an effective nonprofit and one that struggles to have…
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Giving Ventures Podcast: Episode 66 – Challenging the New Title IX Rules
DonorsTrust | Podcast Episodes | No CommentsIn 1972, a number of Education Amendments were added to the Civil Rights Act. Among the most discussed was what we often call Title IX, the section that banned sex-based…
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You, Your Clients, and the Elephant in the Room
Lukas Dwelly | Donor-Advised Funds, Philanthropy, Tax & Estate Planning | No CommentsLet’s talk about the elephant in the room. Often, one of the biggest obstacles for financial advisors in recommending a charitable instrument such as a donor-advised fund is the threat…