The Upsides of Delegating Tasks
Some nonprofit executives try to control as much as [...]
Is Your Finance Committee Up to The Task?
When defining the responsibilities of a nonprofit’s finance committee, [...]
Know Your Board Members
A quick Google search can uncover many instances of [...]
Don’t Ignore State Solicitation Laws
Nonprofits shoulder a wide range of different compliance responsibilities. [...]
Beware of Inheritance Scams
Whenever large sums of money are involved, don’t be [...]
Address These Estate Planning Priorities First
It’s been said that there’s “no time like the [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
It’s time to take another look at the stepped-up basis rules
Thanks to a generous federal gift and estate tax [...]
Do your assets include unregistered securities?
When it comes to estate planning, addressing all your [...]
You don’t file a gift tax return
Thanks to the annual gift tax exclusion, you can [...]