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 [...]
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 [...]
Highlights of the Revised Uniform Guidance
Highlights of the revised Uniform Guidance Federal agencies were [...]
Using technology to meet your nonprofit’s goals
In today’s technologically advanced world, data rules. But simply [...]
Understanding internal controls
The median loss for nonprofits that fell victim to [...]
What nonprofits need to know about alternative investments
With today’s economic uncertainty, businesses, including nonprofit organizations, are [...]
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 [...]