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IGS18 – A Recap and What’s Next

“The legal environment impacting cross-border giving is changing, and sadly not always for the better. But such laws are just part of a larger picture, an ever-changing tapestry of  environments, both domestically and around the world, that impact our work.Changes to our field can be daunting but they can also be opportunities.” -Ted Hart, President… CONTINUE READING >>


11 Facts About Donor Advised Funds and Private Foundations

When evaluating options for best structuring charitable giving, donors often wish to assess the differences and benefits offered by creating a private foundation or opening a donor advised fund (DAF). While private foundations and DAFs enable strategic and tax-effective charitable giving, they differ enough that they can appeal to different types of donors, be more… CONTINUE READING >>


Giving to Canadian Charities? Make Sure You’re in Compliance

From time to time, our conversations with donor clients or charity partners reveal certain misconceptions within the philanthropic sector. One issue that continues to surface is that giving to Canadian charities is easy. Alas, it isn’t so simple. This piece addresses the erroneous belief that grantmaking into Canada does not require any due diligence. While… CONTINUE READING >>


Beyond the Medals

By Alisha Greenberg, Founder of Rounding Third, LLC If you are anything like me, you were glued to the television much of this month following the action in PyeongChang. I look forward to the Olympics as a sports fan and even more so as a sports impact leader. Sports impact, or the benefit that sports… CONTINUE READING >>


Is your Organization Compliant to Solicit Charitable Gifts in the U.S.?

The United States is a key source of funding for charitable organizations and causes across the globe, but soliciting donations in the US can be a complex and burdensome process. To start, let’s stay within the US borders. The Internal Revenue Service (IRS) certifies the creation and oversees the activities of all charitable organizations in… CONTINUE READING >>


The Latest from the IRS on DAFs, Donor Pledges, and other Donor Benefits

The IRS released an important notice regarding donor advised funds (DAFs) on December 4th, 2017 and has begun soliciting public comments on a number of issues concerning distributions from DAFs. While at this time only Section 4 has been posted by the IRS as guidance taxpayers may currently rely on, there is much to learn… CONTINUE READING >>


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TREATS: Bridging Community Divisions in Hong Kong

Hong Kong, the dynamic, bustling metropolis is steeped in history and culture. However, as great amounts of wealth poured into the city as it established itself as a banking hub, communities in the area did not enjoy the positive effects of this economic boom. On the contrary, this process ended up creating one of the… CONTINUE READING >>

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