![Senior older female executive CEO and happy multicultural business people discuss private foundation at boardroom table.](https://www.gwadvisors.net/wp-content/uploads/2022/04/Charitable-Foundation1-460x305.jpg)
February 28, 2024
Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A private foundation is a tax-exempt entity
Read More...
![One person is answering a yes or no question if he knows what a charitable lead trust is.](https://www.gwadvisors.net/wp-content/uploads/2023/10/Charitable-Lead-Trust-CLT-460x305.jpg)
October 23, 2023
If you’re considering a charitable lead trust (CLT), it’s important to know the array of options you have and decisions you will need to make.
Read More...
![Charitable gift annuities (CGAs) shows People Sitting Around a Poster on the Floor that Talks about Charity, Hope, and Giving.](https://www.gwadvisors.net/wp-content/uploads/2022/11/Charitable-Giving-Annuities-460x305.jpg)
January 3, 2023
Presented by Ben Murphy, CPA, PFS™, CPFA® : Charitable gift annuities (CGAs) are an arrangement between a donor and a nonprofit organization where
Read More...
![Guide to Planning a Charitable Bequest with woman giving a coat to an elderly woman.](https://www.gwadvisors.net/wp-content/uploads/2020/08/Charitable-Bequests-460x305.jpg)
August 17, 2020
A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a charitable organization.
Read More...
![Charitable gifting image depicts a man and woman holding a present.](https://www.gwadvisors.net/wp-content/uploads/2019/12/gift-4669449_640-1-460x305.jpg)
December 26, 2019
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many, the holidays are a time for giving back—whether by donating to a favorite
Read More...
![Charitable giving what to do before you donate depicts a man and child touching fingers.](https://www.gwadvisors.net/wp-content/uploads/2019/11/giving-michelangelo-71282_640-1-460x305.jpg)
November 15, 2019
Making a charitable gift can be a fulfilling experience, but it’s wise to do a little research before you donate, even when donating through
Read More...