The Relevance of Charitable Trusts in 2019 and Beyond

July 1, 2019

The Tax Cuts and Jobs Act, signed into law on December 22, 2017, by President Trump, nearly doubled the federal estate and gift tax exemptions for individuals, increasing the exemption from $5.49 million per individual in 2017 to $11.4 million in 2019, to be indexed for inflation each year. Our clients can now either gift during their lifetimes or leave to a non-spouse at their death $11.4 million in assets, and for our married clients, they can structure their estate plan to leave $22.8 million with no imposition of gift or estate taxes.

Spotlight

Grantmakers In Health

Grantmakers In Health (GIH) is dedicated to helping foundations and corporate giving programs improve the health of all people. Working with hundreds of organizations, large and small, both locally focused and national in scope, GIH builds the knowledge and skills of health funders, strengthens organizational effectiveness, and connects grantmakers with peers and potential partners.

OTHER WHITEPAPERS
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Bst21 Protocol White Paper

whitePaper | July 26, 2022

In order to transfer all financial activities from a centralized space to a decentralized platform, it is necessary to create a simulated version of the world's current financial market space onto the blockchain platform. In general, a financial market is a structure where a number of individuals exchange their products and services for a certain form of currency.

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The State of Artificial Intelligence in the Nonprofit Sector

whitePaper | January 6, 2020

Artificial intelligence (AI) is changing our world on a daily basis. The world of medicine is being industrialized by artificial intelligence, the data you thought you owned is being used to manipulate elections, and everyone is connected, everywhere. Much research has been done on the State of Artificial Intelligence in the world, but less research has been completed in the nonprofit sector. The SAINS report will add to the body of nonprofit literature and accelerate artificial intelligence advancements for nonprofits.

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KINDLY COIN: CREATING MEASURABLE SOCIAL IMPACT

whitePaper | July 4, 2022

The Kindly Ecosystem makes it easy to purchase, track and execute certified measurable social impact on the blockchain. It was built from the ground up to not only be transparent but to also satisfy the needs for Corporate Social Responsibility (CSR).

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Connected Philanthropy

whitePaper | December 21, 2021

We live in a world that is changing both rapidly and dramatically. Climate change threatens hundreds of millions. Policy changes have reduced or eliminated many of the benefits in healthcare, education, and other areas. Mass migration overwhelms the availability of resources needed as a result of the influx of new immigrants. The public sector can’t keep up, which means that philanthropy needs to work harder than ever to fill the gaps and improve people’s lives. At the same time, philanthropy has a new generation of mega-donors, many of whom come from the tech sector and find the established processes in funding dated and limiting: they lack capacity, visibility, and the ability to collaborate widely. The rapid growth in donors and money flowing through the system, coupled with the increasing demand for nonprofits to meet needs locally and globally, make it harder for all of us to quickly and efficiently connect funders to the boots on the ground.

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The Do’s and Don’ts of Getting Boards to Fundraise

whitePaper | December 10, 2019

Ask most board members if they were told they’d be responsible for fundraising when they joined the board and you’ll hear a lot of no’s. Somewhere in the recruitment process, the fundraising part of their job got downplayed. Maybe it wasn’t you, maybe it was a board member who let them off the hook.

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Nonprofits See Big Benefits by Automating Accounts Payable

whitePaper | November 12, 2021

If nonprofit organizations were to vote on a common theme that best characterized their operations, the winner might be “doing more with less.” Although all organizations try to run as cost-effectively as possible, the imperative to do so can be especially acute for nonprofits. One of the best areas for nonprofits to boost efficiencies is in their finance and accounting processes. Download this eBook to learn from other nonprofits how you can save significant amounts of time and money by automating your AP processes, while freeing up staff to focus on higher-value activities and your mission.

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Spotlight

Grantmakers In Health

Grantmakers In Health (GIH) is dedicated to helping foundations and corporate giving programs improve the health of all people. Working with hundreds of organizations, large and small, both locally focused and national in scope, GIH builds the knowledge and skills of health funders, strengthens organizational effectiveness, and connects grantmakers with peers and potential partners.

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