man on tablet at table

GoFisch: April Newsletter

The April edition of my GoFisch monthly newsletter went out today. Not a subscriber yet? Give it a glance here! This month featured: "Spring cleaning" 10 for 990 Nonprofit Policy Special Book club recommendation Female-empowered Women's…
basketball court with ball in hoop

March Madness: A Charitable Giving Take on the Bracket

Talk to anyone finalizing their bracket before the NCAA tournament tips off today with the first half of the First Four games and there are many different approaches—statistics and rankings; gut instinct; fan favorites; taking advice from…
charitable contribution money

Tax Talk: Federal & State Differences on the Charitable Deduction Limitation

Spring ushers in so many great things: baseball season, blooming flowers, and baby animals. But, it also brings tax season (which can be a metaphorical rain cloud or rainbow depending on your personal situation). The Tax Cuts and Jobs Act, passed…
Selection Sunday 2017

3 Things #SelectionSunday Can Teach You About Estate Planning

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1. If you understand #SelectionSunday, and #MarchMadness, you can most certainly understand estate planning. When I meet people who say they're confused about estate planning I love to see their faces when I tell them understanding the basics…
march madness basketball

March Madness Inspired: 64 Charitable Gifts of Non-Cash Assets

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Want to help make your favorite charity a winner? Encourage the charity to discuss the potential of charitable gifts of non-cash assets with donors. Donee charities can gain access to what has been called prospective donors’ “treasure chest”…
Businessman taking notes and planning in a meeting

101 Assets You Could Place in a Trust

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Q: How many elephants will fit into a Minivan? A: Four: Two in the front, two in the back. Q: How many giraffes will fit into a Minivan? A: None. It's full of elephants. Jokes aside, you can fit just about any asset into a trust.…