Sustainable Distributions

Sustainable Distributions

Sustainable Distributions:  How to Make Wealth Last and Grow The United Nations has promulgated 17 Sustainable Development Goals.  Broadly speaking, these inter-related goals address global issues such as poverty, inequality, climate change, environmental degradation, peace, and justice.  This is a model for other human endeavors including trusts or charitable organizations intended to last a long…

Read More

Tax Deductions for Giving Art to Charity

Tax Deduction for Giving Art to Charity

When one’s basic needs are fully met, it is not uncommon to accumulate and surround oneself with beautiful things.  In other words, those who can, collect art.  Sadly, part of the human condition is that it doesn’t last forever.  Deciding what will happen to such art collections when we are done with them is a…

Read More

Split Interest Gifts

Split Interest Gifts

Split Interest Gifts An asset or property can be divided up in many ways.  We can divide if geographically by putting a fence down the middle.  We can dividing it over time by renting or leasing it.  A split interest gift divides property into two parts.  One is gifted, and the other is retained.  The…

Read More

Gentrification of Philanthropy

The current transition to older more affluent donors away from younger less affluent donors is the gentrification of philanthropy. Powerful tools make charitable deductions available to a larger number of taxpayers.

Read More