Fancy estate planning pen on notebook

Estate Planning Considerations: Requisite Formalities

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Estate planning documents express your wishes in the event of your disability or death. However, estate planning documents must follow certain formalities to be legally enforceable. If your estate planning documents lack these formalities, they…
national employee appreciation day

Employee Appreciation Day: How to Show Your Nonprofit Staffers You Care

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If you manage a nonprofit undoubtedly you recognize that the mission couldn't be driven forward without the hard work by talented staffers. Indeed, human capital is typically a nonprofit's greatest asset! Today is National Employee Appreciation…
women talking about philanthropy

Celebrating Women's History Month: Inspiring American Philanthropists

March is Women's History Month and to celebrate, I'd like to highlight just a few of the many women who have made their mark on history by practicing smart, impactful charitable giving. Undoubtedly these women believe in advancing philanthropy…

Turn up the Tunes: Women's History Month

There are many fantastic ways to celebrate and honor Women's History Month. To help add to the festivities throughout the month of March, I recommend turning up my latest Spotify playlist. Featuring a collection of empowering, inspiring…
private foundation board meeting

Tax Talk: Private Foundations and Excise Taxes

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When you first read the headline to this blog post you might have been (rightfully) confused. A private foundation is a type of 501(c)(3), so isn't this type of nonprofit tax-exempt from federal income tax? This is just one of the nuances of…
Person writing on paper

Terrible, horrible, no good, very bad idea of NOT having a Will

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A last will and testament certainly sounds like a complex document. But, when boiled down, your will answers just three simple, yet important questions. Who do you want to inherit your assets? A will provides for the orderly distribution…