Professional Advisor Insights
8 April 2025
Trust Matters, DAFS vs. Private Foundations & Charitable Gift Annuities
Charitable Gift Annuity
Professional Advisor Insights
4 April 2024
Numbers Talk, Benefits of Legacy Funds & Philanthropy in the Spotlight
Professional Advisor Insights
11 March 2024
Tax Return Reviews & A Primer on Types of Charitable Funds
Professional Advisor Insights
6 February 2024
Gearing Up for Tax Time, Charitable Gift Annuities & a Love for Local
Professional Advisor Insights
9 January 2023
New Laws for QCDs, Changes for CGAs and Smart Charitable Strategies for 2023
Professional Advisor Insights
13 June 2022
Retirement Plan FAQs, Playbook for DAFs & Giving as a Wealth Strategy
Giving Tips
30 October 2017
5 Giving Vehicles to Jumpstart Your Philanthropic Journey