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…
Someone pointing into the sunset

Smart Estate Planning: Special Needs Trust

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Estate planning allows people to elect tools and strategies that makes life for their loved ones as uncomplicated as possible following death. Almost everyone I work with wants to ensure their family members are set up for success. One…
spiral notebook

New Nonprofits: Form 990 While Waiting for Tax-Exempt Status

Submitting Form 1023 for "Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code" to the IRS is cause for celebration for any organization seeking that coveted tax-exempt status. While waiting for the determination…