Giving Tips
8 May 2024
Understanding Donor-Advised Funds: Your Top 12 Questions Answered
Donor-Advised Funds
Professional Advisor Insights
7 May 2024
Proposed Regulations, Assets that Make Great Charitable Gifts & Election-Year Dynamics
Professional Advisor Insights
4 April 2024
Numbers Talk, Benefits of Legacy Funds & Philanthropy in the Spotlight
Giving Tips
1 April 2024
Donating Real Estate Directly to Charity: A Win-Win for Donors and Nonprofits
Professional Advisor Insights
11 March 2024
Tax Return Reviews & A Primer on Types of Charitable Funds
Giving Tips
8 February 2024
How to Gift Appreciated Stock
Professional Advisor Insights
6 February 2024
Gearing Up for Tax Time, Charitable Gift Annuities & a Love for Local
Professional Advisor Insights
9 January 2024
Spotting Client Opportunities, Unrestricted Giving & Tax Trends to Watch
Giving Tips
1 November 2023
7 Tax-Smart Charitable Giving Tips Before 2023 Ends
Professional Advisor Insights
12 October 2023
What’s Deductible, Donor-Advised Fund Options & Serving Female Clients