
Does Trust Matter? Blog Post
The other day, I walked by my bookcase and lingered on Francis Fukuyama’s Trust: The Social Virtues and the Creation of Prosperity. I knew Frank from our days together at George…
The other day, I walked by my bookcase and lingered on Francis Fukuyama’s Trust: The Social Virtues and the Creation of Prosperity. I knew Frank from our days together at George…
It’s not every day I stumble on an article that combines my passions for baseball, philanthropy, and my home state of Georgia. Yet Mary Moran’s “Ty Cobb: An Unlikely Philanthropist”…
Each month, an expert from the liberty movement will share thoughts on how to be more strategic in our charitable giving. This month, we take from two experts, Steve Moore…
Let’s be blunt. Nobody likes direct mail. In fact, one reason people choose to give through a donor-advised fund is to protect their privacy. They don’t want to be on…
Occasionally, one of our clients will come to us concerned about the itemized deduction phase-out, particularly as it affects their charitable giving. The phase-out rule reduces an itemized deduction’s tax…
“Mergers and acquisitions are transactions in which the ownership of companies, other business organizations or their operating units are transferred or combined. As an aspect of strategic management, M&A can…
Last week, a weighty box arrived in my office. I was immediately excited. Inside, I knew, was my own copy of the new Almanac of American Philanthropy, authored by Karl…
What will the next generation do with your wealth? Nearly 80% of wealth-creators believe their heirs will blow it. Money magazine reports on several studies that show “70% of wealthy families…
BOARD OF DIRECTORS STAFF MEMBERS KIMBERLY O. DENNIS, CHAIRMAN President & CEO, Searle Freedom TrustKim Dennis has served as president and CEO of the Searle Freedom Trust, a grantmaking foundation…
What if you could enjoy many of a private foundation’s benefits for how you manage your philanthropy, but with even better tax benefits? What if you could establish a single…