But wait, there’s more! Although we’ve dedicated most of this month’s Insights content to financial literacy, April is also National Poetry Month. (Who else was required to recite The General Prologue from Geoffrey Chaucer’s The Canterbury Tales in high school? Yay iambic pentameter! Yay Middle English! “Whan that Aprill with his shoures soote…”) In honor …Read More

Though planned giving professionals don’t need to be tax experts, it is important to be conversational in some of the financial and estate planning terminology and gift planning concepts. Find out how much you know and maybe learn something new! 1. Administration expenses are costs necessarily incurred in which of the following? Commissions. Attorney’s fees. …Read More

Effective Dec. 24, 2025, the U.S. Postal Service (USPS) clarified that a postmark generally reflects when mail is processed at a USPS facility, not when it is dropped off or accepted. This change may affect whether mailed tax documents are considered timely filed. The IRS applies a strict mailbox rule, relying on the postmark date …Read More

The oldest Baby Boomers (born 1946-1964) are celebrating their 80th birthdays this year! What is the best way to communicate planned giving information with this “graying” group? Print! Look to the Sharpe Gift Planning Matrix® when you plan your target marketing. For the wealthy boomers: Noncash gifts (appreciated securities, collections and real estate), QCDs, DAFs, …Read More

By Bob Mims, CPA, CGMA One of my favorite scenes from Schitt’s Creek is when Moira Rose is trying to teach her son, David, to cook a family favorite. When the recipe called for “folding in the cheese,” David was baffled and inquired what that meant. Moira, who has no idea, continues to say, “You …Read More