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December, 2018

CEO succession planning is no longer just for retirement

By Bryan Orander, president, Charitable Advisors Earlier this year, I interviewed a 30-something arts organization’s CEO about leadership and staff development and the discussion turned to CEO turnover and succession planning. I explained that more than half of the leadership transitions that Charitable Advisors’ supports are for retiring nonprofit executives. The arts organization CEO surprised […]

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‘Blocker’ corporation: Avoiding UBIT for nonprofit ‘business’ activities

This article originally was published on Aug. 2, 2016.  By Zachary S. Kester, JD, LLM, CFRM and Kylie Schreiber, at Charitable Allies As charitable organizations seek to increase streams of revenue — to provide more services, support more staff or help ensure long-term sustainability — many dabble in sources of business revenue to supplement the financial bottom line. For […]

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Why you need to know about donor-advised funds

donor advised funds

By Lynn Sygiel, editor, Charitable Advisors Michele Thomas Dole has spent her career helping others realize their philanthropic dreams. During the day, she is a senior trust officer at Fifth Third Private Bank. She advises clients about trust administration and estate planning, and builds client relationships to help accomplish their financial goals. For the past […]

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