Donor-Advised Fund

9 January 2023

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

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3 January 2023

What to Know About Donor-Advised Funds in 2023: Rules, Tax Deductions, Comparisons and More

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5 December 2022

AMPlifying Giving Season, Donor-Advised Funds and QCDs

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1 November 2022

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

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10 October 2022

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

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7 September 2022

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

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9 August 2022

Bequests, Legislative Updates & Gifts of Farmland

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6 July 2022

Tax Strategies for Younger Clients, the Community Foundation Edge & QCD Enhancements

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13 June 2022

Retirement Plan FAQs, Playbook for DAFs & Giving as a Wealth Strategy

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10 May 2022

QCDs, NIMCRUTS & Social Consciousness for Today’s Advisors

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