Professional Advisor Insights
9 January 2023
New Laws for QCDs, Changes for CGAs and Smart Charitable Strategies for 2023
Donor-Advised Fund
Giving Tips
3 January 2023
What to Know About Donor-Advised Funds in 2023: Rules, Tax Deductions, Comparisons and More
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
Professional Advisor Insights
9 August 2022
Bequests, Legislative Updates & Gifts of Farmland
Professional Advisor Insights
6 July 2022
Tax Strategies for Younger Clients, the Community Foundation Edge & QCD Enhancements
Professional Advisor Insights
13 June 2022
Retirement Plan FAQs, Playbook for DAFs & Giving as a Wealth Strategy
Professional Advisor Insights
10 May 2022
QCDs, NIMCRUTS & Social Consciousness for Today’s Advisors
