Uncertain Times: FAQs About Charitable Giving
Ian Salzman2025-06-11T15:30:42-04:00Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider [...]
Weighing the Options: Private Foundation or Donor-Advised Fund?
Ian Salzman2025-06-11T14:33:22-04:00When you work on the charitable components of a client’s estate or financial plan, one of the first areas you’ll explore is the structure. [...]
Refresher Course: Charitable Gift Annuities
Ian Salzman2025-06-11T14:34:47-04:00Several advisors have shared with us recently that they’re fielding more questions about charitable gift annuities (CGAs). It’s quite possible that CGAs are landing [...]