Influence

Bequests: the fastest growing part of the Foundation

April 2022 – If you’re an estate planning attorney, you may already know that the Foundation serves as a watchdog for generous people who pass away and want to leave a legacy benefiting the Valley.  But you might not know this: by June, half of our total assets will have originated via bequest.   

Donor Advised Funds: new rules on the horizon?

April 2022 – You’ve probably noticed that Donor Advised Funds (DAFs) have been featured more prominently over the last few weeks in financial and wealth management publications. That’s in part because the Accelerating Charitable Efforts Act was reintroduced in the House of Representatives on February 3, 2022.

Privately-held business interests: a source for giving

April 2022 – The number of businesses in the United States totals more than 27 million, but only a tiny fraction of those are publicly traded. In Napa Valley’s viticulture economy, LLCs are nearly as common as award-winning cabernets – and we’ve helped a growing roster of donors make tax-smart contributions of such assets in recent years.