Sterling Fnd Mgt

Sterling Foundation Management is the nation's oldest provider of foundation management services. Leader in planning options for charitable remainder trusts.

[Sterling Fnd Mgt @SterlingFndMgt]

Thoughtful planning now can help you maximize impact, align giving with your values, and take full advantage of this year’s charitable opportunities. Sterling helps donors and advisors bring clarity and strategy to year-end philanthropy. #YearEndGiving #Philanthropy

[Sterling Fnd Mgt @SterlingFndMgt]

Big tax changes in 2026 will reduce the value of charitable deductions, making 2025 a stronger year for giving. Donors can maximize impact by accelerating gifts now. Make 2025 count. #YearEndGiving #Philanthropy #TaxPlanning
https://t.co/wAg2oCKNx5

[Sterling Fnd Mgt @SterlingFndMgt]

There’s still time to make an impact before 2025 ends. Smart year-end giving can strengthen your community and your legacy. Sterling can help you plan. #YearEndGiving #Philanthropy #DonorImpact #CharitablePlanning #FoundationManagement

[Sterling Fnd Mgt @SterlingFndMgt]

Many clients are looking for meaningful ways to give back, and now is the perfect time to guide them toward charitable strategies that deliver both impact and tax efficiency. Let’s connect to make year-end giving seamless for your clients. #Philanthropy #CharitablePlanning

[Sterling Fnd Mgt @SterlingFndMgt]

As year-end approaches, now is the time for donors to take advantage of current deduction opportunities. Sterling helps donors, families, and advisors ensure their giving is efficient, compliant, and impactful. #YearEndGiving #Philanthropy #CharitablePlanning

[Sterling Fnd Mgt @SterlingFndMgt]

Sterling is proud to sponsor and participate in the Focus Partners Advisor Solutions Summit this week in St. Louis! Get in touch to see how we support clients’ philanthropic goals through tailored foundation and charitable trust management solutions. #focuspartners

[Sterling Fnd Mgt @SterlingFndMgt]

Strong nonprofit governance starts with clarity, not conflict. Define who’s on your Board, their roles, and authority - keep records & manage conflicts to protect your mission and stay focused on impact. #Nonprofit #Governance #BoardLeadership https://t.co/SZhZiQDx9E

[Sterling Fnd Mgt @SterlingFndMgt]

DAF Day highlights the transformative role that Donor-Advised Funds (DAFs) play in modern philanthropy. At Sterling, it is a reminder of how strategic generosity can amplify impact for families, advisors, and the causes they care about most. https://t.co/cJJafDZVep

[Sterling Fnd Mgt @SterlingFndMgt]

Nonprofits may consider changing their state of incorporation to better align with governance, tax, and mission goals. From domestication to relocation, the right path depends on strategy and structure. #Nonprofit #Governance #Compliance https://t.co/Pol4kvUTME

[Sterling Fnd Mgt @SterlingFndMgt]

Self-dealing is a top compliance trap for private foundations. Even small, well-meaning transactions with insiders can trigger penalties. Ask these 3 quick questions to stay safe & protect your mission. #PrivateFoundations #Compliance
https://t.co/OwKT3QLMUd

[Sterling Fnd Mgt @SterlingFndMgt]

We were thrilled to have CEO Roger Silk present at the CEG Worldwide Roundtable in San Diego! His session on “New and Underused Powerful Tax-Planning Solutions for HNW Clients” drew a full room and sparked great discussions. A big thank you to the CEG team! #TaxPlanning #HNWI

[Sterling Fnd Mgt @SterlingFndMgt]

Engaging the next generation in philanthropy starts with why, who, and what’s in the way. When younger voices help shape their roles, they bring fresh ideas & energy that strengthen legacies and create more resilient foundations. #NextGenLeadership https://t.co/sxLDOM5zhU

[Sterling Fnd Mgt @SterlingFndMgt]

We are excited to be a sponsor at the 21st Annual Kasner Estate Planning Symposium in Santa Clara! Stop by our booth to explore how we can make philanthropy simple, strategic, and impactful.
#KasnerSymposium #EstatePlanning #Philanthropy

[Sterling Fnd Mgt @SterlingFndMgt]

Tax-exempt status has long supported nonprofits serving the public good, but it comes with strict rules. From early exemptions to today’s 501(c)(3), failing IRS guidelines can mean losing this vital benefit. Know the risks to protect your mission. https://t.co/1y23jHj8FD

[Sterling Fnd Mgt @SterlingFndMgt]

Choosing the right 501(c)(3) matters. Public charities, private non-operating foundations, and private operating foundations each come with unique rules. Align your mission with the right structure from the start. #TaxExempt #501c3 #Foundations
https://t.co/pbpw9TNyjc

[Sterling Fnd Mgt @SterlingFndMgt]

Starting in 2026, the One Big Beautiful Bill Act reshapes charitable giving:
•Corps: New 1% income floor, 10% cap stays
•Individuals: 0.5% AGI floor, 35¢/$ cap for high earners
•Plus: Above-the-line deduction & scholarship tax credit
#OBBBA https://t.co/OgoANPnKXE

[Sterling Fnd Mgt @SterlingFndMgt]

Choosing the right 501(c) status matters. Learn the key differences between 501(c)(3), (c)(4), and (c)(6) orgs: what they can fundraise, lobby, and advocate for. The right fit can boost your impact and avoid red tape. #nonprofit #philanthropy #501c3 https://t.co/xievzpxGJQ

[Sterling Fnd Mgt @SterlingFndMgt]

Thinking of starting a nonprofit? Choose your state of incorporation wisely, as laws vary in complexity and flexibility. Draft your certificate carefully to meet IRC Section 501(c)(3) rules. #Nonprofits #501c3 https://t.co/4KPHJAOJsW

[Sterling Fnd Mgt @SterlingFndMgt]

Fundraising in 40 states & D.C. requires registration, reporting & disclosures, even online. Rules vary, so nonprofits must review their efforts or get expert help to stay compliant & avoid penalties. #Nonprofits #Fundraising #Compliance https://t.co/QScl7QjayR

[Sterling Fnd Mgt @SterlingFndMgt]

Many nonprofits are unaware of expedited IRS processing of tax-exempt status applications, which can be made in urgent cases with the right documentation bypassing the 7½ to 9-month wait. #philanthropy #nonprofits
https://t.co/qtAXvVBxQj