Is an IRA charitable rollover always the best way to give?

  In the Colby College Office of Gift Planning Fall 2022 Newsletter Aviva Sapers authors… Read More

Video: Socially Responsible Investing – Aligning With Cases You Care About

Women Getting Wise About Wealth  … Read More

Video: Estate Planning & Philanthropy

Women Getting Wise About Wealth  … Read More

Using Endowments for Sustainable Giving

One of the biggest challenges facing nonprofits with large individual donations, is losing an annual… Read More

Podcast Q&A: Using Endowments for Sustainable Giving

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our October blog,… Read More

AALU: Defined Value Clauses: An Important Tool for Turbulent Times.

October 3, 2020

The purchase of life insurance products and their implementation into a client’s broader legacy planning… Read More

Estate Planning Today for the World You Want Tomorrow

August 4, 2020

Often, when I begin a discussion with a client on estate planning, I remind them… Read More

Podcast Q&A: Estate Planning Today for the World You Want Tomorrow

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our August blog,… Read More

A Better Way to Give: Donor Advised Funds Auditing Your Donors to Maximize Donations for Your Not-For-Profit

March 2, 2020

Many people believe in giving back, but under the new tax laws, it may not… Read More

AALU: Select Insights from the 2019 Heckerling Institute on Estate Planning

March 13, 2019

Presenters at the 2019 Heckerling Institute on Estate Planning highlighted the continuing ripple effect of… Read More