Privacy In Giving Is Good For Everyone Blog Post
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…
Itemized Deduction Phase-Out & Charitable Giving Blog Post
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…
Non-Profit Mergers: Why Don’t They Happen More? Blog Post
“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…
Power of Philanthropy Shines Through in New Almanac Blog Post
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…
The Generational Concern: A surprising number don’t trust next generation to handle inheritance Blog Post
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…
Directors & Staff Page
BOARD OF DIRECTORS KIMBERLY O. DENNIS, CHAIRMAN President & CEO, Searle Freedom TrustKim Dennis has served as president and CEO of the Searle Freedom Trust, a grantmaking foundation established by…
Benefits of DAFs: The Tax-Advantaged Way to Give Blog Post
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…
Benefits of DAFs: An Easier Way to Give Blog Post
Charitable giving is meant to be a pleasure, not a slog. Writing a few checks a year to your favored groups isn’t difficult to manage. Yet, as the number of…
Know the Basics of Donor-Advised Funds Blog Post
This morning’s Wealth Management section of the Wall Street Journal features a short-but-helpful look at the basics of donor-advised funds under the straightforward title of “Donor-Advised Funds: How Do They…
Myths Part 3: Misconceptions about the social value of DAFs Blog Post
The first four misconceptions about donor-advised funds (part one is here and part two is here) related largely to how individuals use donor-advised funds, particularly as compared to other charitable…