In some ways, the coming chaotic rush to beat the year-end clock no doubt will be like all of those we’ve experienced in the past.… Read More »Trends likely to shape your clients’ end-of-year
I know a long-time cyclist who, like a lot of athletes, tracks his performance over time. The thing is, back when he started cycling, amateur… Read More »No more spreadsheets: Sub-accounting for endowment, foundation, and DAF clients
One area of wealth management that can be counted on to drive some year-end urgency is charitable giving. As Q4 winds down, your clients become… Read More »The advisor’s year-end checklist for strategic charitable giving
Endowment accounting for nonprofits: Definitions, rules, and more Commonly referred to as a board-designated fund, a quasi endowment functions similarly to a true endowment, but… Read More »A nonprofit’s guide to endowment accounting
The United States officially set up the Internal Revenue in 1953 as the successor of the Bureau of Internal Revenue. In seventy years, the agency… Read More »Q3 2023 Tax Updates: The future of the Internal Revenue Service
Partner blog: This blog is in partnership with Impax, an industry leader in investing in the opportunities arising from the transition to a more sustainable… Read More »Investing for good: The power of DAFs and sustainable investing
Like a lot of Americans, many of your clients probably plan to leave some of their wealth to charity. After all, it’s good to know… Read More »Funding a DAF or CRT through an estate
Today, as I reflect on our new partnership with Bain Capital Tech Opportunities and Valeas Partners, I am overwhelmed with excitement and optimism for the… Read More »Fueling the giving revolution: Celebrating our partners in scaling philanthropy
INDIANAPOLIS & BOSTON–(BUSINESS WIRE)–Ren (or the “Company”), the trusted technology partner to top financial institutions and thousands of non-profit organizations, today announced it has received… Read More »Ren receives strategic growth investment from Bain Capital and Valeas Capital Partners
A community foundation is a type of nonprofit organization that works to address a wide range of local needs and supports causes such as education,… Read More »What is a community foundation? Your complete guide
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