Betty White’s Trust, Five Years Later: A Lesson in Flexible Giving.
Betty White planned her giving around the animals she loved, and nearly five years after her passing, her trustee is asking a court to update the language in her trust. Here’s what her story teaches about giving language that can handle change.
Real Estate Gifts: Generous, Powerful, and Trickier Than You'd Think
Donating real estate sounds simple, but mortgages, appraisals, and a charity’s capacity can derail even the most generous gift. Here’s what donors and advisors should know before anyone makes a gift.
How to Choose a Donor-Advised Fund Sponsor
Not all donor-advised funds are alike. This free guide compares three types of sponsors and shares key questions to ask before opening your fund.
DAF vs. Private Foundation
Donor-advised fund or private foundation? This free side-by-side guide compares setup, tax deductions, payout rules, control, and privacy to help you decide which giving option is best for you.
Before You Open a Private Foundation: Eight Important Points
Thinking about starting a private foundation? This free one-page guide covers eight important points to consider first, from payout rules and tax deductions to privacy and ongoing costs.