Blog
Discover the latest
Unveiling insights, trends, and stories that matter.
Ways to give
Considering making a gift this holiday season? There are a lot of options out there for charitable giving, and a lot of worthy causes competing for your attention.
What donors need to know about changes to the AMT
Updated: 2023-11-14
Donating securities directly to a charity is a smart and tax-effective alternative to donating cash because disposition of the securities to the charity is fully exempt from capital gains tax.