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Professional Advisor Insights

Category

13 April 2023

Banking Fallout, Charitable Deduction Legislation and What’s on the IRS Radar

Professional Advisor Insights

13 March 2023

Disaster Philanthropy, QCD Reminders and Giving a Business to Charity

Professional Advisor Insights

6 February 2023

Helping Clients Get Organized, Infusing Philanthropy into Conversations and 3 Tax Tips for 2023

Professional Advisor Insights

9 January 2023

New Laws for QCDs, Changes for CGAs and Smart Charitable Strategies for 2023

Professional Advisor Insights

5 December 2022

AMPlifying Giving Season, Donor-Advised Funds and QCDs

Professional Advisor Insights

1 November 2022

Giving Season for Clients, Handy Tools in a Bear Market & GivingTuesday

Professional Advisor Insights

10 October 2022

Charitable Giving in a Bear Market, Hurricane Relief & Nonprofit Sector Insights

Professional Advisor Insights

7 September 2022

Inherited IRAs, Highly-Appreciated Stock, Interest Rate Hikes & IRS Audits

Can Clients Donate from an IRA to a Community Foundation?

Professional Advisor Insights

17 August 2022

Can Clients Donate from an IRA to a Community Foundation?

Professional Advisor Insights

9 August 2022

Bequests, Legislative Updates & Gifts of Farmland

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Professional Advisor Insights

Category

Engaging Your Board in Fund Development

Speaker: Bill Stanczykiewicz, Ed.D., Senior Assistant Dean for External Relations, Indiana University Lilly Family School of Philanthropy

Stewardship & Engagement: Increasing Donor Loyalty

Speaker: Muhi Khwaja, MPA, CFRE, CFRM, Trainer, Fundraising Academy and Co-Founder, American Muslim Community Foundation

Takeaways:

Download the Essential Guide to Donor-Advised Funds

Download the Nonprofit Giving Guide

Download the Charitable Legacy Guide

Subscribe to our Newsletter

Download the Private Foundation Brochure

Download the Open a Charitable Fund Brochure

Download the Custom Corporate Giving Guide

Contact Us

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Contact our Scholarships Team

Subscribe to the Give for Good: Children and Families Newsletter

Subscribe to the Give for Good: Education Newsletter

Subscribe to the Give for Good: Environment Newsletter

Subscribe to the Give for Good: Racial and Social Justice Newsletter

Download the Essential Guide to Donor-Advised Funds

Download the Custom Corporate Giving Guide

Download the Private Foundation Solution Brochure

Download the Planned Giving Guide

In Memory of Simon Silva

San Diego Fundraising Conference

Download the Charitable Legacy Guide

Download the 10 Steps to Accept Real Estate Gifts Checklist