Professional Advisor Insights

You’re an expert with valuable insight about charitable planning. We’ve created a forum for you to share your wealth of knowledge with peers and donors. Become a guest blogger for Professional Advisor Insights to highlight your expertise, or read below to access useful information from your peers about tax effective philanthropic strategies.

Qualified Charitable Distribution

RMDs vs. QCDs – Which is Best for Your Charitable Giving?

Director, Gift Planning Advisor Leslie Klein explains why San Diegans who must take a...

Read More
Foundation fund v Commercial fund

5 Key Differences: Community Foundation Fund vs. Commercial Gift Fund

Development Director Julia Grant discusses five key differences between opening a community foundation fund...

Read More
Investment Planning with Donor-Advised Funds

How Donor-Advised Funds Fit into Your Investment Portfolio

Learn why donor-advised funds are ideal investments to grow your charitable funds, over time,...

Read More

Become a Contributor to Professional Advisor Insights

  • Or call us at (619) 235-2300 to speak to a team member right away.

  • This field is for validation purposes and should be left unchanged.