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The Ins and Outs of the Charitable Deduction

Jan 20, 2026

This article provides a thorough analysis of how the charitable deduction works – great resource.

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Accelerate Gifting in 2025

Dec 9, 2025

Careful consideration should be given to charitable gifts this calendar year before the new OBBBA provisions take effect next year.

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Did You Say a CLAT?

Oct 14, 2025

Interesting insights from the estate plan of Jackie Kennedy Onassis.

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Window of Opportunity

Sep 30, 2025

Charitable donors take note: avoid the “floor” on charitable income tax deductions that applies under the new tax law by funding your giving this calendar year.

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Abundant Generosity

Aug 12, 2025

Fayez Sarofim leaves a tremendous philanthropic legacy behind.

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Smart Charitable Giving

May 1, 2025

For those in their 70s and older, this is an excellent discussion of why charitable gifts should come from your IRA.

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