by Haley Hokey | Apr 21, 2026
As tax laws and market dynamics continue to shift, attorneys, CPAs, and financial advisors need to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable deductions are...
by Haley Hokey | Apr 21, 2026
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately signal a prolonged downturn, the mere possibility of a bear market...
by Haley Hokey | Apr 21, 2026
As you work with clients who have established a private foundation, it’s not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time,...
by Haley Hokey | Apr 2, 2026
Many people want to be thoughtful in their charitable giving, but that doesn’t always make the process easy. In fact, one of the most common challenges donors face is simply feeling confident in their decisions. With so many worthy organizations, urgent needs, and...
by Haley Hokey | Apr 2, 2026
If you’re like many donors, the weeks leading up to tax deadlines tend to bring charitable giving into sharper focus. You may have finalized contributions, gathered documentation, or had conversations with your CPA about how your philanthropy fits into your overall...
