Options to Protect Special Property
Think of a unique piece of property. Maybe it’s a plot of land you own that is situated perfectly to be added to the Badger Mountain trail system. Maybe it’s…
The Donor Advised Fund
Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase tax savings, and they can be creatively employed…
2A90HFY Senior grandparents playing with grandchildren and having fun with family
The Private Family Foundation
Financially successful individuals often contemplate the highest and best use of their assets. In some cases, those same individuals have decided that the natural objects of their bounty (i.e. the…
Front view of businessman receiving award from businesswoman in front of business professionals applauding at business seminar in office building
Business Sale Strategy: Gift of Appreciated Stock to Charity followed by Sale
If you are a business owner that: (1) is looking towards succession planning and the option of selling your interest in a business; (2) has inclinations towards charitable giving; and…
Liability Challenges for Charity Board Members
Charities and non-profits need good people that are willing to donate time and energy to make sure the enterprise is running efficiently and doing good deeds. So, they seek out…
Prudent Investor Rule
You can do whatever you want with your money and assets but when charged with caring for another person’s money and assets, a body of law provides guidance on how…
Charitable Giving Options
As this issue is devoted, in part, to the issue of philanthropy, I thought it prudent to review some basic charitable gifting techniques and how those techniques can be employed…
