The start of a new year is a great time to revisit on your existing financial plan and to determine if there are opportunities to make changes. For example, with the rise in the S&P 500 over the last couple of years, you may find yourself in a position to be more generous with your … Continued
In an age where philanthropy plays a crucial role in supporting communities, understanding the nuances of charitable giving is essential. Qualified charitable distributions (QCDs) offer unique tax advantages, making them an attractive option for many donors. As we move into the holidays and the season of giving, it’s a great time to explore the benefits … Continued
“Good actions give strength to ourselves and inspire good actions in others.” ― Plato At Sand Hill, we are proud of our partnership with many endowments and foundations, helping them navigate the increasingly complex investment landscape with confidence and ease. With our long history of supporting nonprofits, we take a comprehensive and customized approach to … Continued
As the end of 2025 approaches, with it comes the possible reduction of the lifetime exemption, prompting clients to engage their estate planning attorney and Sand Hill Wealth Manager for guidance. For those that have interest in supporting their favorite charitable organizations with large gifts, it may be worthwhile to discuss charitable giving strategies during … Continued
Donor-advised funds (DAF) have become increasingly popular in recent years for individuals supporting various ongoing philanthropic causes, especially given their ease of achieving a potentially large tax-deductible contribution in any one given year but then allowing for the payout of possibly many different underlying charitable donations to occur over time (see “Hassle–Free Philanthropy”). For example, … Continued
A donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity that allows a donor to contribute, receive an immediate tax deduction, and recommend grants to charitable 501(c)3 organizations from the fund over time. There are several considerations when using a DAF that will help you make the most of their benefits. … Continued