Can you think of a charitable organization where you would consider giving a “where most needed” gift?

SpaceX stock will begin publicly trading on June 12, 2026, and the company has adopted an unusual, staggered lock-up structure for all pre-IPO investors, including employees, which allows insiders to sell or give portions of their stock earlier than the traditional 180 day freeze. This means SpaceX is allowing pre-IPO shareholders to liquidate their stock in phased increments, based on earnings milestones and trading performance. SpaceX employees and investors who were plan

There are far more charitable giving tax strategies available than most donors realize and navigating them well can mean keeping significantly more of your dollars working for the causes you love rather than handing them to the IRS in taxes. Every donor deserves a good navigator. Consider this article a tour of the harbor, a chance to see what's out there while you decide how to sail. Something worth knowing upfront: no single vessel fits every tide. We will be focusing on tw

Selling your business? Don’t overlook personal goodwill—your reputation, relationships, and expertise. Structuring its sale separately can lead to more favorable capital gains treatment, while also creating opportunities for charitable giving and tax efficiency.

elling appreciated real estate? You may not need to sell all of it yourself. By strategically transferring portions to family members or charitable entities before the sale, you can reduce capital gains taxes and maximize impact. It may sound counterintuitive, but not selling what you don’t plan to keep could be the smartest move.

Most PIF programs operated by charitable organizations can be compared to the recreational backyard pool. However, the ACF PIF can be compared to a pool designed for competitive aquatic events. Think of a full gainer: a 25 foot high dive where the diver launches forward but rotates backward before entering a 16 foot deep pool. It is a counterintuitive combination, forward momentum, reverse spin, clean entry. The combination of forward momentum and backward spin is what makes

What is a Pooled Income Fund? And if it's been around for so long, why were you never invited to the pool party? The Pooled Income Fund is the most underappreciated tool in the world of charitable giving for donors and financial advisors, and I just want to make sure you don’t keep missing out. This is not a deep dive. This is an intro, a warm wave "have you and PIF met yet?" Because you deserve a fresh introduction to the giving vehicle that has been quietly doing remarkable