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One Big Beautiful Bill Act: Impacts on Charitable Giving

Published: As your trusted philanthropic resource and partner, we want to keep you informed about recent legislative changes, specifically the One Big Beautiful Bill Act, that may affect your client's charitable giving and the causes they support.

July 2025 Newsletter

Published: Your July Content. Get to know Elizabeth and finding meaning through charitable giving

June 2025 Newsletter

Published: Your June Content. Gifting Business Interests.

May 2025 Newsletter

Published: Your May Content. A note from Joe, the five w's (and one h) of CRTS, and making the move from private foundations.

April 2025 Newsletter

Published: Your April Content. A note from Joe, weighing your clients' options, charitable gift annuities, and trust matters.

March 2025 Newsletter

Published: Your March Content. A note from Joe, tax changes and the potential effects on philanthropy, and generational shifts.

February 2025 Newsletter

Published: Your February Content. A note from Joe, tax time scenarios, and the love for local giving.