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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.

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A qualified charitable distribution (QCD) can be a powerful way to meet your clients’ financial planning objectives and charitable giving goals while providing additional tax-related benefits.

QCDs, NIMCRUTS & Social Consciousness for Today’s Advisors

| by Jason Rogers

As you and other advisors emerge from a busy tax season, we know that...

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San Diegans turn to their trusted professional advisors when first considering philanthropy.

SECURE Act 2.0, Wealth Tax & Non-Income Producing Assets

| by Jason Rogers

Learn more about how changes to tax laws may impact charitable giving.

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From establishing donor-advised funds to building your client’s legacy and providing them with grantmaking guidance, our experienced Giving Team is your ideal partner to build customized charitable solutions that match your clients’ needs.

How Client Perceptions, Inflation & Crypto are Impacting Charitable Giving

| by Jason Rogers

Director, Wealth Advisor Relations Jason Rogers examines how inflation, global unrest, and a changing...

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