Smart Succession Planning Unlocks Your Retirement Funds

As it stands today, roughly 12 million Baby Boomers own some type of small business, the combined value of which is roughly equal to $10 trillion. This comes at a time when the oldest of them have just crossed into their seventies.

Sep 20, 2017 Seth Scholar

Donating for Impact? Don’t Restrict Your Dollars

Funders may tell you that restricted funding increases nonprofit transparency, but what exactly are funders so afraid nonprofit leaders will do if given the flexibility and implied trust that comes with unrestricted funding?

Sep 11, 2017 Bree Cahill

They Come Hat in Hand for California’s ‘Green’ Money

It should come as no surprise that when the California Legislature recently began the process of divvying up proceeds from the state’s cap-and-trade auctions, a cavalcade of local officials, community activists and lobbyists rushed to Sacramento, with hands out.

Sep 6, 2017 Julie Cart

4 Giving Strategies to Up Your Charitable Impact

Californians are very generous. They donate about 2 percent of their income to charity, which amounted to more than $26 billion in 2013, according to the Urban Institute’s analysis of data from the National Center for Charitable Statistics. If you plan to support your favorite causes this year, consider these simple, tax-smart strategies that help your charitable dollars have more impact.

May 4, 2017 Kim Laughton

Fortress of Solvency

For families taking care of a special-needs child or adult, solid financial and legal planning gives a measure of control over an expensive future

The day that Jenny and Bob had their son Justin in 1994, they set foot in a new world. Jenny went into labor four weeks early, and her baby presented in the wrong direction — feet first. So he was delivered through emergency C-section. Once he was born, his heart rate dropped instead of rising, as it should have. For weeks it wasn’t clear whether he’d survive.

Apr 18, 2017 Steven Yoder