Foundation Publication Archive

Use this page to find past copies of Foundation press releases, E-Newsletters, Annual Reports, and an archive of Foundation blog posts.

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Press Releases

Foundation News

Rare but powerful “charitable exits”: Know it when you see it 

Rare but powerful “charitable exits”: Know it when you see it 

If your client base includes business owners, you’re likely familiar with the advantages of giving closely-held business interests to charity. Beyond that, however, the details may get fuzzy. That’s completely understandable, as most advisors encounter only a few of...

Bread and butter strategy—QCDs for clients 70½ and older

Bread and butter strategy—QCDs for clients 70½ and older

As the economic and legislative environment continues to evolve, advisors are sharpening every tool available to help clients meet both their financial and charitable goals. Provisions enacted as part of the One Big Beautiful Bill Act (OBBBA) have renewed focus on...

Just the beginning: Flexible and tax-friendly donor-advised funds

Just the beginning: Flexible and tax-friendly donor-advised funds

As attorneys, CPAs, and financial advisors, you’ve likely noticed increased coverage of donor-advised funds in financial publications. This comes as no surprise, given that these popular vehicles can help your clients achieve both their financial and philanthropic...