Protect Yourself from Fake Charities
On October 24, 2023, the Internal Revenue Service (IRS) issued a warning that donors should be aware of criminals who falsely pose as legitimate charities. … Read More
On October 24, 2023, the Internal Revenue Service (IRS) issued a warning that donors should be aware of criminals who falsely pose as legitimate charities. … Read More
With a season of giving upon us, we explore five reasons many individuals and families choose to make charitable gifts. It just feels good Did … Read More
August is National Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are … Read More
Late last year, the Setting Every Community Up for Retirement Enhancement Act of 2022 (SECURE Act 2.0) was signed into law. The law builds upon … Read More
Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for individuals who like the idea of … Read More