Monthly content development process

Here is our content development approach to creating the monthly Content Capsule and Stewardship Newsletter Content:

• Every morning, we review as many articles as we can find that address tax law changes, charitable giving, donor behavior, planned giving tools, and overall financial trends that might impact philanthropy. We review articles that have appeared in both mainstream and industry publications over the previous 24 hours. We spend multiple hours each day reading and researching.

• We read at least three articles per day in depth if they pertain to trends we are also hearing from our 300+ foundation and nonprofit clients.

• We talk with dozens of nonprofit organizations each week.

• We research original IRS documents, Tax Court cases, and private letter rulings to gain more insight into emerging tax law changes. 

• We personally talk with dozens of attorneys and financial advisors each week and listen for trends in how they are interpreting recent developments in estate planning, wealth planning, and charitable planning with their clients.

• In addition to continuing the daily research, we analyze the trends from our research and from our client conversations to distill the themes into essential information for the Content Capsule and three compelling topics for the Stewardship Newsletter. Then, we conduct additional research on those subjects, especially to look at historical trends.

• We write, edit, and review the articles during the first two weeks of each month for distribution on the 15th day of the month.

• In the articles, we strive to link to sources that are both current and historical where the historical articles shed light on what is going on right now, or where a particular historical article does a particularly good job of explaining a market dynamic or charitable giving tool.