Welcome to the spring edition of Legacy Matters, Nutter’s private wealth and nonprofit newsletter focusing on estate planning and philanthropy topics. In this issue, we analyze charitable deductions and required recordkeeping...more
4/5/2024
/ Charitable Deductions ,
Charitable Donations ,
Estate Planning ,
High Net-Worth ,
Internal Revenue Code (IRC) ,
IRS ,
Private Foundations ,
Recordkeeping Requirements ,
Scholarships ,
Tax Planning ,
Wealth Management
Welcome to the first edition of Legacy Matters, Nutter’s private wealth and nonprofit newsletter focusing on estate planning and philanthropy topics.
...more
11/13/2023
/ Charitable Donations ,
Corporate Transparency Act ,
Donations ,
Estate Planning ,
Estate Tax ,
Filing Deadlines ,
Gifts ,
High Net-Worth ,
Income Taxes ,
Private Foundations ,
Tax Planning ,
Tax Relief ,
Wealth Management
It is not often that you can find inspiration within the Treasury regulations. But if you are a family foundation looking for innovative ways of pursuing your charitable mission, you will come away from reading the nineteen...more
From April 9 to April 12, I had the good fortune to be part of the Council on Foundations 2016 Annual Conference. The Council welcomed nearly 1,400 leaders in the philanthropic sector to Washington, D.C., for plenary programs...more
Foundations are effective vehicles for families who want to make a collective philanthropic impact now and for generations to come. Traditionally, foundations have achieved this impact solely through strategic grantmaking. A...more