Decisions, decisions – Many factors go into deciding when to transfer wealth
A critical estate planning decision is whether to transfer wealth during your lifetime or keep your assets in your estate and transfer your wealth to loved ones after your death. Some say it would be wise to make gifts now to take advantage of the inflation-adjusted $12.06 million gift [...]
Recent Articles
Understanding Board-Designated Net Assets
Sometimes donors put restrictions on their donated funds, and [...]
Are the odds in your favor?
Raffles are commonly used by nonprofit organizations as a [...]
What You Need to Know About New Overtime Rules
The U.S. Department of Labor (DOL) released a new [...]
A Difficult Decision
Choosing the Right Person to be Your Estate’s Executor [...]
Digital Assets
Properly Account for These Assets in Your Estate Plan [...]
Bringing Back the Bypass Trust
According to some people, the bypass trust [...]
Are your operating reserves enough?
Operating reserves - generally, assets without donor restrictions that [...]
Using technology to meet your nonprofit’s goals
In today’s technologically advanced world, data rules. But simply [...]
What’s the magic number? Some guidelines for determining your board’s size
Small boards Smaller boards allow for easier communication and [...]
Understanding internal controls
The median loss for nonprofits that fell victim to [...]
Estate Planning Pitfall You haven’t made funeral arrangements
No one likes to contemplate his or her own [...]
Watch out for IRS limits on nonprofit political activities
The elections are almost here; that makes this a [...]