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.

Exploring Charitable Strategies with San Diego Estate Planners

Exploring Charitable Strategies with San Diego Estate Planners

Learn why it’s important for estate planners to understand the Uniform Prudent Management of...

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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...

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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...

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