Philanthropic and Charitable Insights

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Philanthropic and Charitable

Is your nonprofit ready for the OBBBA?

Explore how the One Big Beautiful Bill Act impacts nonprofits and what it means for your financial strategy.
These changes will require nonprofits to rethink their fundraising strategies, reassess donor pipelines and prepare for heightened operational pressure.

George Burnette

JD, CFP, ATFA, TEP VP, Philanthropic & Charitable Strategist

Philanthropic and Charitable

Engage with philanthropy on a personal level

Giving circles are an alternative way to give more intentionally. Learn how they work.
Giving circles empower the donor, amplify the impact of the gift and put philanthropy back in the spotlight.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

Philanthropic and Charitable

5 ways to be more intentional with charitable giving

Give to charities with purpose and intention this year using these five strategies.
In addition to supporting worthy organizations, making charitable contributions may also provide significant tax benefits.

Hank Dunbar

Charitable & Philanthropic Services Manager

Philanthropic and Charitable

A guide to donor advised funds

Learn how a donor advised fund may be a tax-smart way for you to help maximize your charitable giving efforts.
A donor advised fund is a charitable giving vehicle that allows individuals, families or businesses to make tax-deductible contributions to a sponsoring organization—typically a community foundation or nonprofit.

Hank Dunbar

Charitable & Philanthropic Services Manager

Philanthropic and Charitable

Things to know when considering an endowment

If you're considering an endowment for your charitable organization, here are some answers to common questions to help you get started.
Establishing an endowment is a considerable commitment that can have a lasting impact on nonprofits and the generous donors who support them.

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