Articles by Megan Sanders


The Benevolent Barista: The Art of Concocting, Crafting and Refining Donor Advised Funds and Charitable Gift Agreements

By Megan Sanders

When a client comes to your office announcing their desire to make a gift to ABC charity for the building of a new park, the high school’s new stadium, or for the relief efforts after a tragic natural disaster, where do you start on reducing that intent to paper?

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Comparing Private Foundations and Donor Advised Funds

By Megan Sanders

Although 98% of high net-worth clients give to charity, only 55% report discussing philanthropy with their professional advisors.” E.R. Heisman, 41 Estate Planning, No. 7, 27 (July 2014). This should be a huge wake-up call to all of us who…Read More

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