Individual Retirement Accounts (IRAs) – Maximize Your Tax Benefits
Individual Retirement Accounts (IRAs) are tax-advantaged savings vehicles designed [...]
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. [...]
2024 Year End Tax Tips
As we come to the end of the year, [...]
Loan or Gift?
If you’re like most people, an important goal of [...]
Endowment Management 101
If your nonprofit has an endowment, you understand that [...]
Understanding Board-Designated Net Assets
Sometimes donors put restrictions on their donated funds, and [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
A strong marriage is a necessity when it comes to using a SLAT
When creating your estate plan, there’s a certain amount [...]
New Multnomah County/City of Portland Methodology For Sourcing Service Revenue
Starting in 2023, Multnomah County/City of Portland (Mult/PDX) changed [...]