top of page
Search


Big things can happen: Don’t give up on corporate donors
As corporate philanthropy evolves, nonprofits have an opportunity to deepen relationships and rethink partnership strategies. Today’s businesses are looking for meaningful impact, stronger alignment with their values, and long-term community investment. By focusing on relationships, innovation, and clear outcomes, nonprofits can build resilient corporate partnerships for the future.

Lillian Xie
May 74 min read


Case study: Charitable giving in a down market
Market volatility can create hesitation, but it also presents an opportunity to reframe charitable giving as a strategic and values-driven decision. By leveraging tools like appreciated stock gifts and Qualified Charitable Distributions, advisors can help clients maintain their philanthropic commitments while navigating uncertainty. With the right approach, generosity can remain a steady and impactful part of a client’s financial plan—regardless of market conditions.

Tina O'Brien
Apr 165 min read


Documentation Matters: Two Recent Tax Rulings to Share with Your Clients
Recent IRS rulings emphasize that "good intentions" aren't enough for charitable deductions. We review the Gibson and Milk cases to help advisors ensure their clients' gifts meet strict substantiation and mission-drift requirements.

Tina O'Brien
Mar 235 min read
bottom of page
