Many people want to approach their charitable giving thoughtfully, but that does not always make the process simple. One of the most common challenges donors face is feeling confident in their decisions.
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors.
Many nonprofits have noticed a subtle shift in donor behavior over the last several years: more donors are giving with advice. Some donors consult a financial advisor or CPA for year-end planning. Some work with an estate planning attorney