In two recent rulings, the underlying message is consistent: Courts and the IRS continue to apply the technical requirements governing charitable deductions with precision. Your clients’ good intentions are not enough.
Read More
March is an especially good time to reflect on the evolving role of women in philanthropy because it’s Women’s History Month. Increasingly, women are leading charitable decisions in their families, especially as more women are serving as primary financial decision-maker.
Read More
Several nonprofits in Sioux Falls offer help to people experiencing homelessness, fleeing domestic violence or who were recently released from prison, especially during the winter months. Here are a few to consider supporting.
Read More
New year, new tax rules - here are a few reminders as you help your clients with charitable giving plans.
Read More
Early coordination among legal, tax and philanthropic advisors can create a lasting legacy that benefits the business and the community.
Read More
Clients can open Donor Advised Funds anywhere, but working locally provides important benefits - deep community knowledge, donor connections and exceptional customer experience.
Read More