Fiscal Year 2025 Budget Proposal Contains Items Affecting Exempt Organizations

The Biden administration's budget proposal includes items affecting donor advised funds and private foundations.

Ways to Give Back: Alternatives to Establishing a Nonprofit

Individuals considering starting their own nonprofit may be underestimating the cost and complexity to operate a sustainable organization. There are alternatives, like working with an existing nonprofit, creating a donor-advised fund, and other options.

2022-11-15T14:28:18-05:00November 15, 2022|Categories: Not-for-Profit|Tags: , |

Whitepaper | Donor-Advised Funds: Giving with a Tax Advantage

If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable tax-saving tool that enables you to maintain a certain level of control over how funds are distributed while receiving immediate tax benefits.

2023-11-07T08:38:36-05:00September 9, 2020|Categories: Tax: Individual, Wealth Management, Whitepaper|Tags: |

10 Things You Should Know About Form 990

If you are a board member or volunteer for a local non-profit, you should be aware of Form 990 Return of Organization Exempt from Income [...]

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