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.

Professional Advisor Insights

Bunching Charitable Donations Can be a Win-Win

Two rules in the Tax Cuts & Jobs Act affect your ability to deduct...

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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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