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Recent Commentary
Keeping Her Options Open
A DAF allows a donor to have flexibility in her charitable giving.
Show Them the Money: Understanding and Working with Professional Advisors
This article is designed to equip gift planners with the ability to favorably interact and motivate donors' professional advisors. Common advisor objections to gift plans and examples of what to say to overcome or minimize those objections, as well as advisors' unique education and perspective to gift proposals, are explained. Finally, methods on how a gift planner can market and network with the professional advisor community to increase gifts are explored.
Three-Way Split Sale
Selling some stock, while contributing other stock to two different types of CRTs, meets the taxpayers' philanthropic and financial goals.
IRS Updates Applicable Federal Rates for May 2026-
The IRS has announced the Applicable Federal Rates for May 2026, including the Section 7520 rate of 5.0%.