Senior older female executive CEO and happy multicultural business people discuss private foundation at boardroom table.

Understanding Private Foundations

February 28, 2024

Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A private foundation is a tax-exempt entity Read More...

One person is answering a yes or no question if he knows what a charitable lead trust is.

Understanding the Charitable Lead Trust

October 23, 2023

If you’re considering a charitable lead trust (CLT), it’s important to know the array of options you have and decisions you will need to make. Read More...

Charitable gift annuities (CGAs) shows People Sitting Around a Poster on the Floor that Talks about Charity, Hope, and Giving.

Understanding Charitable Gift Annuities

January 3, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® : Charitable gift annuities (CGAs) are an arrangement between a donor and a nonprofit organization where Read More...

Guide to Planning a Charitable Bequest

August 17, 2020

A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a charitable organization. Read More...

Charitable gifting image depicts a man and woman holding a present.

Charitable Gifting Strategies

December 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many, the holidays are a time for giving back—whether by donating to a favorite Read More...

Charitable giving what to do before you donate depicts a man and child touching fingers.

5 Things to Know Before You Donate

November 15, 2019

Making a charitable gift can be a fulfilling experience, but it’s wise to do a little research before you donate, even when donating through Read More...