Industry: Nonprofit

IRA beneficiaries can now be stuck with a very tax-inefficient asset after the owner’s death. Learn the solution.

  • Posted in Insights, Uncategorized
  • Comments Off on Using a charitable remainder trust (CRT) to replace the stretch IRA

Careful grant management planning can help organizations reduce paperwork, save time, ensure compliance and lead to increased grant awards.

  • Posted in Insights
  • Comments Off on Strategies for streamlining the grant management process