The Community Foundation of Broward named my partner Jill Ginsberg its Professional Advisors Council Member of the Month for July and published a Q&A with her that’s worth reading. The Professional Advisors Council is the Foundation’s group of estate attorneys, CPAs, and financial advisors who work with it on their clients’ charitable giving. Jill’s connection...
Charitable Planning
When a client walks into my office wanting to start a foundation, the first question I have to answer is whether they want a private foundation or a donor advised fund. From the outside the two structures look almost identical. The tax mechanics and operating rules underneath are not, and most of the time the...