Philanthropy: It’s a Marathon, Not a Sprint
Ian Salzman2025-05-13T11:09:49-04:00As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, [...]
A Happier Alternative? Moving from a Private Foundation to a Donor-Advised Fund
Ian Salzman2025-05-14T16:31:55-04:00If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even [...]
Uncertain Times: FAQs About Charitable Giving
Ian Salzman2025-05-05T10:44:52-04:00Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider [...]