Foundation Updates
For my final message of 2025, I want to share two reflections that sit at opposite emotional poles.
Use appreciated assets to make a charitable gift in 2023. As in previous years, gifts of appreciated assets (stock) remain a best practice. Such gifts not only provide a deduction to the donor but also avoid the capital gains tax. Consider donating to a Donor-Advised Fund (DAF) this year for maximum flexibility. If you are […]
We are very excited to announce that the Donorsphere website has received a makeover. Learn more about the updates to our fundholder platform.
On September 13, the Chairman of the House Ways & Means Committee introduced a set of tax proposals as part of House Democrats’ “budget reconciliation” package, which proposes significant federal tax changes designed to raise revenue to offset spending.
After achieving record highs, the financial markets have been roiled by significant concerns over the coronavirus.
A New legacy giving program in Pittsburgh has secured more than 120 after-lifetime commitments with an estimated value of over 5.5 Million dollars in future financial gifts to the community.