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

Catholic Relief Services

Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. We alleviate suffering and provide assistance to people in need in more than 100 countries, without regard to race, belief or nationality. CRS maintains strict standards of efficiency, accountability and transparency. Last year, more than 92 percent of revenues spent went directly to programs that benefit the poor overseas.

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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2022 COMMUNITY IT NONPROFIT INCIDENT REPORT

whitePaper | June 7, 2022

We saw a leveling off in email incidents such as spam and spear phishing, probably related to the use of more tools to protect email. Successful malware attacks declined significantly; whether from protective tools or from a shift in the attack landscape remains to be seen. However, our report shows the blanket risk of cyber fraud attacks on our sector, as in the for-profit and government sectors, is unabated and rising.

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Cloud Software Considerations for the Nonprofit CFO

whitePaper | March 31, 2020

In recent years, the cloud computing market has experienced a remarkable surge in growth, and it is transforming the way people communicate and do business. Gartner recently published data that shows that the worldwide public cloud services market is expected to grow from $209 billion in 2016 to $383 billion by 2020. Despite this global shift to the cloud, a number of concerns remain for firsttime cloud adopters, especially for those who manage applications with sensitive data. System security tops the list of concerns that also includes accessibility, reliability, total cost of ownership of cloud services, and applications.

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NONPROFIT ORGANIZATIONAL LIFE CYCLES

whitePaper | November 13, 2019

Well documented research shows that much like humans, organizations move through predictable life cycle stages and developmental milestones. A stage is a developmental period when characteristic and predictable patterns of behavior are present and particular tasks are accomplished. Applied to nonprofit organizations, the organizational life cycle framework illuminates the significant events at each stage of a nonprofit organization’s life that are crucial for its continued development and success.

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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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TOP 5 CHALLENES FOR NON PROFIT LEADERS IN 2022... AND 2027

whitePaper | January 1, 2022

This year, nonprofit leaders will read countless opinions on what nonprofit leaders should, must, absolutely have to confront in 2022. They must worry about hiring shortages, environmental and social initiatives, fundraising, digital trends in giving, and on.

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Spotlight

Catholic Relief Services

Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. We alleviate suffering and provide assistance to people in need in more than 100 countries, without regard to race, belief or nationality. CRS maintains strict standards of efficiency, accountability and transparency. Last year, more than 92 percent of revenues spent went directly to programs that benefit the poor overseas.

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