by WCF Intern | May 6, 2025
As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, from time to time, draft legislation has proposed that this principle be changed or eliminated. Although tax law...
by WCF Intern | May 6, 2025
Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider how to support your favorite charities this year, take a moment to evaluate which assets may be best suited for...
by WCF Intern | Apr 23, 2025
If you are fielding questions about charitable gift annuities (CGAs) here are some reasons they may be on your client’s mind: A $54,000 opportunity Word is finally getting out about the availability of a one-time Qualified Charitable Distribution...
by WCF Intern | Apr 23, 2025
When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly you are familiar with both private foundations and donor-advised funds as useful charitable giving tools....
by WCF Intern | Apr 1, 2025
It’s a natural human response to want to help in a crisis–even though it’s hard for many people to ask for help. Indeed, Stanford social psychologist Xuan Zhao notes that people generally underestimate others’ willingness to help and overestimate the...
