Sterling Foundation Management

03/30/2026

What the Top Advisors Know About the HNW Marketplace

Top advisors have high-net-worth clients. Lots of them. That’s because there are about 4 ultra-high net worth Americans (net worth over $10 million) for every financial advisor. Yes, you read that right. So, it means there’s unprecedented opportunity for financial advisors and their practices – read on to see why. Valuable data in the Forbes list Forbes famously publishes its list of “400 Richest Americans.” To no one’s surprise, Elon Musk topped the most recent list....

Top advisors have high-net-worth clients. Lots of them. That’s because there are about 4 ultra-high net worth Americans (net worth over $10 million) for every financial advisor. Yes, you read that right. So, it means there’s unprecedented opportunity for financial advisors and their practices .....

12/19/2025

Year-end giving doesn’t have to be rushed, but it should be intentional.

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.

https://www.sterlingfoundations.com/ | [email protected]

Sterling provides comprehensive foundation management services so philanthropists can focus on what matters most: their philanthropy.

12/11/2025

Significant tax changes arriving in 2026 will reduce the value of charitable deductions for many taxpayers, making 2025 an advantageous year for year-end giving. With the coming 0.5% charitable deduction floor and reduced itemized deduction value for high earners, donors can preserve more impact by accelerating gifts this year. Now is the time to plan intentionally and maximize your 2025 charitable giving.

Charitable giving rules will shift significantly in 2026, with new deduction limits and floors. Key considerations include timing gifts, deduction strategies and IRA contribution options.

11/21/2025

There’s still time to create meaningful impact before 2025 comes to a close.

With thoughtful planning, your year-end charitable gifts can strengthen your community, support the causes you care about, and advance your family’s legacy.

Sterling can help you make the most of the remaining giving season with a clear, strategic year-end plan.

www.sterlingfoundations.com | [email protected]

11/14/2025

Help Clients Maximize Year-End Giving Before December 31!

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.

From foundation contributions to complex gift planning, thoughtful timing can help maximize deductions under current rules.

Sterling partners with advisors to navigate the details, streamline administration, and help clients achieve their philanthropic goals with confidence.

Let’s connect to make year-end giving seamless for your clients.
https://www.sterlingfoundations.com/ | [email protected]

Sterling provides comprehensive foundation management services so philanthropists can focus on what matters most: their philanthropy.

11/03/2025

Call Today! 703 437-9720. Sterling Capital Gains Solutions helps individuals and families turn large gain assets into lasting legacies.

Learn more here: https://www.sterlingfoundations.com/sterling-capital-gains-solutions

11/03/2025

Call us today! 703 437-9720. If you're preparing to sell a business, unload highly appreciated real estate, reduce a concentrated stock position, or plan around liquidating crypto, the financial decisions you make now will shape your legacy for decades to come.

Sterling Capital Gains Solutions helps individuals and families turn large gain assets into lasting legacies.

Sterling makes having a private foundation easy, rewarding, and worry-free.

10/30/2025

Make the Most of Your 2025 Charitable Giving Opportunities

As year-end approaches, now is the time for donors to take advantage of current deduction opportunities and align giving with their values. Whether establishing or funding a private foundation, contributing to a donor-advised fund, or supporting key nonprofits, strategic planning before December 31 can make every gift go further.

Sterling helps donors, families, and advisors ensure their giving is efficient, compliant, and impactful - now and for generations to come.

Let’s make this year’s giving count.
https://www.sterlingfoundations.com/
[email protected]

10/23/2025

Sterling is proud to sponsor and participate in the Focus Partners Advisor Solutions Partners Summit this week in St. Louis!

We look forward to connecting with advisors and industry partners throughout the Summit to share how we support clients’ philanthropic goals through tailored foundation and charitable trust management solutions.

10/16/2025

Strong nonprofit governance begins with clarity, not conflict. Clearly defining who serves on your Board, their roles, authority, and consistently maintaining records and policies safeguards your mission and prevents costly disputes. By prioritizing governance integrity, nonprofits can stay focused on impact, accountability, and long-term sustainability.

Who is the Board? Learn about nonprofit Board of Directors best practices for governance and recordkeeping to help organizational clarity and avoid conflict.

10/09/2025

Each year, DAF Day highlights the transformative role that Donor-Advised Funds (DAFs) play in modern philanthropy - combining the flexibility of private giving with the efficiency of professional management. At Sterling, DAF Day is a reminder of how strategic generosity can amplify impact for families, advisors, and the causes they care about most.

Each year, DAF Day highlights the transformative role that Donor-Advised Funds (DAFs) play in modern philanthropy - combining the flexibility of private giving with the efficiency of professional management. At Sterling, DAF Day is a reminder of how strategic generosity can amplify impact for famili