Strategic philanthropy becomes a way to involve the younger generation. Advisors can frame multigenerational conversations around giving and the power impact investing can have, both to them and society.
Learn more about the benefits of donating appreciated securities to a donor-advised fund.
Learn why a qualified charitable distribution (QCD) can be a powerful way to meet your clients’ financial planning objectives and charitable giving goals.
Although the CARES Act waived required minimum distributions (RMDs) in 2020, you can still make qualified charitable distributions (QCDs) to programs and funds.
Nancy A. Spector shares the importance of estate planning and answers the most common questions she has received during the COVID-19 pandemic.
Learn more about IRA and 401(k) changes that may affect your retirement planning.
Two rules in the Tax Cuts & Jobs Act affect your ability to deduct charitable donations. Planning can help you get the biggest bang for your charitable buck.
Learn why it’s important for estate planners to understand the Uniform Prudent Management of Institutional Funds Act (UPMIFA) when planning and administering charitable trusts.
Director, Gift Planning Advisor Leslie Klein explains why San Diegans who must take a required minimum distribution from their retirement plans should consider qualified charitable distributions
Development Director Julia Grant discusses five key differences between opening a community foundation fund versus a commercial gift fund.