If you didn’t grow up discussing estate plans with your parents, it’s likely that you may be hesitating to talk to your children and grandchildren about your estate plans. But these conversations don’t have to be scary or daunting. The following are a few of our favorite tips to make the conversations (yes, plural) easier:…
Estate planning can seem scary if you’ve never broached the topic before, but there are many ways to make the conversations a bit less overwhelming. If you are making an estate plan for the first time or revising an existing one, you should consider how philanthropy might fit into your estate plan. While the tax…
This is our final installment of the three-part blog on philanthropy trends we’re seeing; don’t forget to go back and read our first and second sections if you’ve missed them. Donor Advised Funds. Increasingly, individuals are utilizing donor advised funds in lieu of foundations to address a variety of needs (from anonymity, family generational issues,…
We are continuing our three-part blog on the philanthropy trends we’re seeing, and how nonprofits can best position themselves to take advantage of them. Nonprofit Mergers. There is a tremendous interest from the foundation community in seeing mergers and acquisitions. The Weingart Foundation has led this with the Nonprofit Sustainability Initiative and recently we saw…