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