Sara Barba of Integer and Jorge E. Castro of Miller & Chevalier Chartered write about the decline in charitable giving and how lawmakers can advance legislation to help reverse it. This is an excerpt, and the full piece from Bloomberg Tax can be read here. Critics of a universal tax deduction often claim that aContinue reading “Bloomberg Tax: Congress Can Help Reverse the Freefall of Charitable Donations”
Category Archives: Insights
Top Senate Taxwriters Seek Input on Digital Asset Tax Rules
On July 11, Senate Finance Committee Chair Ron Wyden (D-OR) and Ranking Member Mike Crapo (R-ID) published a letter soliciting input on a wide array of questions about how digital assets should be taxed. For donors and nonprofits accepting gifts in crypto, the letter signals that key tax writers are open to reevaluating whether barriersContinue reading “Top Senate Taxwriters Seek Input on Digital Asset Tax Rules”
Sara Barba Elevated to Principal
Washington, DC, (July 10, 2023) – Integer is pleased to announce that Sara Barba has been elevated to Principal. Sara provides expert policy and advocacy advice to the firm’s philanthropy, tax and financial services clients. She has been with Integer since its beginning and before that worked with Integer’s founder, Sandra Swirski, at Urban SwirskiContinue reading “Sara Barba Elevated to Principal”
Giving USA 2023: Concerning Trends and Opportunities Ahead
Today, new giving data from Giving USA was released showing one of the most significant declines in charitable giving in 40 years. In real dollars, total giving in 2022 fell by 10.5 percent compared to 2021, and individual giving fell by a whopping 13.4 percent. There are many factors that likely contributed to this decline,Continue reading “Giving USA 2023: Concerning Trends and Opportunities Ahead”
Integer Reflects on Year One
Dear Friend, Today marks the one-year anniversary of Integer. As we reflect on this first year in business, our team is incredibly grateful for the support, trust, and encouragement we have received from our clients, partners, and colleagues. Since we began this adventure last June, our team and practice has grown, and we are excitedContinue reading “Integer Reflects on Year One”
The NonProfit Times: What We Learned Navigating the New House Rules on Earmarks
Integer’s Steve Taylor and Geoffrey Paul write about their experience securing earmarks for nonprofits in the most recent issues of The NonProfit Times. Applying for earmark funding was a confusing and uncertain process this year, even for experienced nonprofits. Unexpected changes and deadlines added to the uncertainty, which made applying for Fiscal Year 2024 earmarks feelContinue reading “The NonProfit Times: What We Learned Navigating the New House Rules on Earmarks”
Bond Dealers of America: Navigating a New Congress with a Divided Government
During the 118th Congress, lawmakers are facing a steep climb to advance their priorities. With a divided Congress and slim margins in both chambers, getting anything to the president’s desk is going to be a big lift, but understanding the parties’ respective agendas and where they may overlap can go a long way toward navigatingContinue reading “Bond Dealers of America: Navigating a New Congress with a Divided Government”
Trusts & Estates: President Biden’s Budget Proposal and Its Impact on Philanthropy
Sara Barba highlights proposed provisions for fiscal year 2024 that donors should be aware of. April 20, 2023 In early March, President Biden released a budget proposal for fiscal year 2024, the Budget of the U.S. Government, which outlines the administration’s spending and tax priorities. In the proposal and its supplementary materials, including the General Explanations ofContinue reading “Trusts & Estates: President Biden’s Budget Proposal and Its Impact on Philanthropy”
Trusts & Estates: Dedicating More of the Great Wealth Transfer to Philanthropy
By Sandra Swirski, founder of Integer, based in Washington, D.C., and Tony Macklin, founder of Tony Macklin Consulting, based in Pittsburgh The wealth transfer to younger generations currently underway—and projected to continue for the next 20 years or so—is estimated to top $84.4 trillion. (1) This is generally described as the “Great Wealth Transfer.” Let’sContinue reading “Trusts & Estates: Dedicating More of the Great Wealth Transfer to Philanthropy”
Wealth Management: Wealth Tax Proposals on Deck
While Republicans securing control of the House last November squashed Democrats’ hopes of further reforming the Tax Code during President Joe Biden’s first term, it hasn’t stopped them from proposing tax hikes. And although major tax legislation isn’t expected to advance over the next two years due to a divided government, the work that policymakersContinue reading “Wealth Management: Wealth Tax Proposals on Deck”