المنشورات
Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists in the new SECURE 2.0.
William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power of Attorney affects charitable giving.
Colby Cyrus, CAPM and Frank Ridzi, Ph.D. examine the impact the CNYCF's Performance Management Learning Community has had on the local nonprofit sector and what next steps are needed to help organizations measure their effectiveness.
Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next quarter century. For advisors, this transition continues to signal major planning opportunities as more baby boomers turn their attention to retirement and estate planning. But how will this impact us...