Senior older female executive CEO and happy multicultural business people discuss private foundation at boardroom table.

Understanding Private Foundations

May 2, 2022

Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: A private foundation is a tax-exempt entity established by an individual, family, or corporation for charitable purposes. Private foundations are overseen by a board of directors or Read More...

Charitable Giving Incentives depicts sign that says to make this world better.

Charitable Giving Incentives Under the CARES Act

December 30, 2020

Presented by Michael G. Wendlandt: With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable Read More...

Last-Minute Charitable Giving Opportunities

December 21, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: December is the year-end “giving season,” when many people consider using their wealth to help Read More...

Toys for Tots photo of toy stuffed bear with Santa cap on its head.

Global Wealth Advisors Partners with Toys for Tots

December 1, 2020

Global Wealth Advisors Partners for Toy Drive with U.S. Marine Corps Reserve Toys for Tots Program LEWISVILLE, TEXAS (December 1, 2020)—Global Read More...

Charitable Giving volunteers taking selfie.

Benefits of Private Foundations and Charitable Giving

November 13, 2020

By Kris Maksimovich, AIF®, CRPC®: One of the first things people think when they hear a charity’s call to action is, “How can I help?” The Read More...

Guide to Planning a Charitable Bequest

August 17, 2020

Presented By Tom Kennedy, CFP®: A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to Read More...