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.

See All Professional Advisor Insights

Bunching Charitable Contributions After the New Tax Law

9 June 2018 | by Diane L. Gilabert, CPA

Diane L. Gilabert, CPA shares how "bunching" your charitable donations under the new tax...

Read More

3 Strategies to Ease Your Estate Tax Burden

28 August 2017 | by W. Gary Stemple, CFP, CLU, CRPC

W. Gary Stemple CFP®, CLU®, CRPC® shares three estate planning strategies that will ensure...

Read More

Incorporating Your Financial Plan Into Your Estate Plan

30 May 2017 | by Ashley Copp, CFA

Ashley Copp, CFA shares why Donor Advised Funds can add efficiency to your estate...

Read More