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Tis the Season of Giving Thanks

I don’t know about you, but it seems to me like the holiday season began back in September this year. There were ornaments on sale before my Labor Day leftovers were gone, the halls were decked before Halloween arrived, and the traffic around Lenox and Phipps has been gridlocked since October. Also of note, I’veRead More Tis the Season of Giving Thanks

A Tale of Two Gifts and Taxes

Gifts and taxes. Around this time last year, two of our clients were working with donors planning to make $1 million+ gifts, as the news media were ballyhooing the ‘fiscal cliff’ fast approaching and many proposals were flying around to adjust the charitable deduction. One donor chose to make his first pledge payment in December,Read More A Tale of Two Gifts and Taxes