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Archive for December, 2017

Wealth Transfer… What Wealth Transfer? Part 2

Posted December 6th, 2017

by Robert Sharpe The following article is the second of a two-part series. Part one was published in the November 2017 Give & Take. Click here to read Part One.  The article is excerpted from a Trusts & Estates magazine article that originally appeared in September 2017. As discussed in Part 1, the “Great American Wealth …Read More

Follow These Steps for a Successful Year-End

Posted December 6th, 2017

The end of one year and the beginning of another always marks a significant season for those engaged in nonprofit fund development activities. Tax law changes that may be enacted beginning next year and other factors give us more reasons to make our “to-do” lists as we usher in this new year. “To do” at …Read More

The Year in Review

Posted December 6th, 2017

2017 has been a year of great change and uncertainty. As we move into 2018, we look at how federal tax legislation and other developments may or may not impact nonprofits in the year to come. It might be said that 2017 has been “business as unusual” from a philanthropic perspective. The year began with the …Read More

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