Beyond the Accountant: What a Philanthropy Advisor Does

Beyond the Accountant: What a Philanthropy Advisor Does

Individuals give more to charity than foundations by a factor of four to one. Yet individuals frequently undertake insufficient due diligence or follow-up. How can a philanthropy advisor help?

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A Few Things Donors Need to Know About Private Foundations

A Few Things Donors Need to Know About Private Foundations

Private foundations are powerful vehicles for giving, but these entities are regulated in a range of ways that can be complicated.

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Here's a Reminder of Who Really Controls the Money in Donor-Advised Funds

Here's a Reminder of Who Really Controls the Money in Donor-Advised Funds

Donor-advised funds are growing ever more popular. But a downside is that donors don't have full control of their money, as one couple learned the hard way.  

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Giver Beware: Yet Another Reminder to Investigate Before You Donate

Giver Beware: Yet Another Reminder to Investigate Before You Donate

A new charity scandal out of Nebraska reminds us that, with state watchdogs largely asleep when it comes to policing nonprofits, it's up to donors to do their own due diligence. 

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