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