Webinar Recording | Charitable Planning and Tax Strategies for 2022

Our Charitable Planning and Tax Strategies webinar shows insights on how smart donors can maximize their impact while minimizing their tax burden.

2022-07-15T09:18:27-04:00June 22, 2022|Categories: Tax: Individual, Wealth Management|Tags: , |

Club Philanthropy: Guidelines for Employee Assistance and Scholarship Funds

The use of an “Employee Hardship and Disaster Relief Fund Program” is one way to get money donated by members out to employees quickly and tax-free. This article explores the eligibility requirements clubs need to meet to ensure the funds can qualify as tax-exempt distributions,

2021-10-28T15:44:27-04:00October 28, 2021|Categories: Hospitality, Private Clubs|Tags: , , |

Club Philanthropy: Typical Club Foundations

While many clubs have gifting programs that are not tax advantaged, this article focuses on some typical club foundations that provide an incentive to their members to get involved in various initiatives that qualify for favorable tax treatment by the IRS.

2021-06-23T12:53:10-04:00June 24, 2021|Categories: Hospitality, Private Clubs|Tags: , , |

Club Philanthropy: Concepts, Caveats and Case Studies

This third article in Club Director’s Philanthropy in Clubs series takes a more in-depth look into foundations. Three case studies highlight what can go wrong and include the key takeaways to be learned from each example.

2021-06-03T10:30:28-04:00February 24, 2021|Categories: Hospitality, Private Clubs|Tags: , , |

Philanthropy in Clubs: Planned Giving Programs

This second article in Club Director’s Philanthropy in Clubs series provides an overview of the opportunities that exist for clubs that establish a planned giving program along with some ideas about how to get started and ensure the success of the program.

2021-04-22T15:10:08-04:00January 27, 2021|Categories: Hospitality, Private Clubs|Tags: , , |
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