
Back to School Math Lesson: Wonderful Numbers of the IRA Charitable Rollover
Charitable Giving, Taxes & FinanceDid anyone sit in the very back row of their high school calculus class, slumped over, the brim of their baseball cap lowered, hoping to become invisible? I'm asking for a friend, of course. The chalk marks on the board—a series of numbers—may…

Let's Head Back to School! First Lesson is on Planned Giving
Charitable Giving, NonprofitsRecently my social media feeds were alight with friends and family member's grinning kiddos holding signs announcing their first day of a new grade. It made me nostalgic! While I wouldn't want to repeat law school all over again, I do think…

Tax Talk: Deductibility of College Sports Ticket Rights
Taxes & FinanceHappy National Tailgating Day! As we fire up the grill and hang up the pendants in prep for some college football, I figured today was the perfect day to explain where college sports ticket rights fall under the tax code. Why? Because the Tax…

Legal Phrase of the Day: “Heirs at Law”
Estates & Estate Planning, Legal Word of the Day, Wills, Wills, Trusts & EstatesBefore I explain the concept of “heirs at law,” you might be thinking, why even bring this up? Of what relevance is this “Ye Olde Sounding Phraise” in today’s modern world?
It’s important for me to share the concept of “heirs…

Smart Marketing: Nonprofit Newsletters, Seminars & Website
NonprofitsAll nonprofits can benefit from smart and targeted outreach to donors and potential donors. This is especially true when donors are increasingly demanding more options when giving. Long gone are the days when nonprofits can simply ask donors…

Nonprofit Document Drafting: 2 Common Problems to Avoid
NonprofitsForming a new nonprofit can involve a lot of organization and decision making. There are some essentials you need to put in place, including two important documents—articles of incorporation and bylaws. I would be remiss if I didn't delve…