Individual & Family Giving
25 June 2025
Finding Their ‘Y’: The Alperts’ Heartfelt Path to Giving
Donor-Advised Funds
Professional Advisor Insights
7 May 2025
Charitable Remainder Trusts, Private Foundations & Focusing on Philanthropy
Professional Advisor Insights
8 April 2025
Trust Matters, DAFS vs. Private Foundations & Charitable Gift Annuities
Professional Advisor Insights
8 March 2025
Tax Time Blues, Generational Shifts & Tax Legislation
Professional Advisor Insights
19 February 2025
Tax Scenarios, Giving Local & Wise Giving During a Crisis
Professional Advisor Insights
10 January 2025
2025 Legislative Menu, Planning Ahead and Happy Clients
Giving Tips
31 December 2024
A 5-Step Guide to Charitable Giving for Retired San Diegans
Giving Tips
1 November 2024
8 Tax-Smart Charitable Giving Tips Before 2024 Ends
Professional Advisor Insights
17 October 2024
Election Season, Event Tickets & Starting the Charitable Giving Conversation
Giving Tips
9 October 2024
Maximizing Tax Benefits of Charitable Giving During Your Retirement