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You may think that only large, well-endowed not-for-profits require the advice of an investment manager. But even smaller nonprofits with modest…

Have staffers complained because their expense reimbursements are taxed? An accountable plan can address the issue. Here’s how accountable…

When is a loss actually a gain? When that loss becomes an opportunity to lower tax liability, of course. Now’s a good time to begin your year-end…

Is your not-for-profit making the most of its email list? If you send every item to individual donors, corporate supporters, volunteers and the…

If you’re putting aside money for college or other educational expenses, consider a tax-advantaged 529 savings plan. Also known as “college…

Federal estate tax liability is no longer an issue for many families, now that the gift and estate tax exemption stands at $11.4 million for…

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