Charitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira - Part One
Taking the Pulse, A Health Care and Life Sciences Video Podcast | Episode 156: Erik Whaley, President, Bon Secours St. Francis Foundation
Dos Toros - Maintaining Culture While Scaling (and Having Fun)
Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, Cynthia Rowland's guests are Dale Schroeder and Anneke Niemira at NewEdge Wealth, and our topic is charitable split-interest trusts. These come in...more
Private foundations providing support, resources, and advocacy for individuals and families affected by rare diseases have played an important role for more than 30 years in the advancement of treatments for rare diseases....more
Many of our clients are interested in engaging in global philanthropy. These individuals often want to benefit charitable causes outside of the United States while still being able to maintain an income tax deduction for...more
Welcome to the fall edition of Legacy Matters, Nutter’s private wealth and nonprofit newsletter focusing on estate planning and philanthropy topics. In this issue, we analyze the Final SECURE Act regulations that will become...more
Explore the intriguing world of cross-border philanthropy with Farella Braun + Martel through the lens of the Netflix movie "Holiday in the Wild." For this presentation we are delighted to invite accounting professionals to...more
In a case that has been closely watched by the charitable sector, on June 3, 2024, the U.S. Court of Appeals for the 11th Circuit issued a decision blocking a race-based grant program that provided funds and mentorship to...more
With its well-respected regulatory regime and highly regarded professional services industry, Bermuda continues to be an ideal location for the creation of an international philanthropic or charitable structure. Companies and...more
A recent article published by McKinsey Sustainability last month discussed the emerging concept of the Public-Private-Philanthropic Partnership (P4) in relation to sustainability efforts and projects around the world. The...more
Recognised as a global leader in private client advice, our Cayman Islands and British Virgin Islands (BVI) Private Client & Trust teams have been working with clients in the Middle East for decades. Our experienced team of...more
Many high-net-worth individuals and families use a private trust company (PTC) when looking to structure their family wealth. Given that settlors of trusts are sometimes reluctant to relinquish control over the assets...more
Join us for a fun look at clips from the Netflix movie Holiday in the Wild, and an engaging conversation about cross border philanthropy and its immense importance to a global ecosystem of positive change. We will use the...more
On this week’s episode, Matthew and Heather chat with Erik Whaley, President of the Bon Secours St. Francis Foundation, a charitable organization supporting the health system’s mission. Tune in to hear Erik share how he got...more
As charitable grant making becomes more sophisticated and program oriented, granting organizations are employing increasingly complex and comprehensive grant agreements. In addition to standard terms describing grant amounts...more
While modeling your charitable nature for your children is important, studies have shown that the impact is even greater when role modeling is combined with meaningful discussions about charitable giving and its impact....more
Cayman Foundation Companies are booming in popularity. Statistics from the Register of Companies have shown a significant uptick in registrations in recent months. 2021 saw 281 per cent year-on-year growth in the...more
It’s the holiday season, and people are in the spirit of giving. Besides giving gifts to friends and family, we consider supporting nonprofits whose work aligns with our values. One of the easiest ways to give to...more
STAR Trusts are a form of trust that is exclusive to the Cayman Islands (Cayman), and which have a wide variety of practical applications. The unique features of a STAR Trust provide clients with structuring options that are...more
A pressing question for many philanthropists is: how far can their push for diversity in grantmaking efforts go, without hindering their tax-exempt status? Grant recipients, alike, must comply with various regulatory and...more
Senators Chuck Grassley (R-IA) and Angus King (I-ME) introduced the Accelerating Charitable Efforts Act (ACE Act) on June 9. A joint press release states that the purpose of the ACE Act is to reform private foundations and...more
Welcome to the fourth edition of our Private Client Bulletin, bringing you the latest private client and trust news and insights from Bermuda, the Cayman Islands, BVI and Asia....more
With its well-respected regulatory regime and highly regarded professional services industry, Bermuda is an ideal location for the creation of an international charitable structure. Companies and HNW families and individuals...more
Join us for a discussion of estate and philanthropic planning for art and other valuable collections. Topics to be covered include: - Collection ownership and management to protect the value of the collection (document,...more
Even before the global COVID-19 pandemic hit, retailers across the country were already prioritizing charitable giving despite the existing downward trend in sales and revenue. With the recent global COVID-19 pandemic and...more
When a foundation is initially created, its governing documents are a creature of circumstance—usually, there is some tax or charitable impulse that is driving the creation of the foundation. The attorney or accountant...more
For high-profile athletes commanding mega salaries and worldwide fame, giving back generously to their communities or to a cherished cause is a go-to play. Charitable giving carries limited risk while offering significant...more