Jun 2, 2026
As fundraising season ramps up across East Texas, we want to help our donors navigate IRS rules surrounding charitable contributions connected to fundraising events. Many fundraising opportunities—including gala table sponsorships, golf tournament teams, and similar...
Jun 1, 2026
High school and college graduations traditionally mark the beginning of summer vacation. And if you are not a student, the reliable marker for vacation season is the long Memorial Day weekend. As we pause to reflect on sacrifices that have been made by many to secure...
Jun 1, 2026
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a...
Jun 1, 2026
If you’re like many advisors, you may have discovered that often charitable giving conversations begin (and end!) with cash or appreciated stock. And of course, you are well aware that appreciated stock is an excellent choice for your clients to fund a donor-advised...
Feb 10, 2026
After nearly two decades working at East Texas Communities Foundation, I have recently come to a simple epiphany, an “aha” moment, regarding helping people establish their charitable legacy. As Smokey Bear has proclaimed since 1947, “Only you can prevent forest...
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