Donor-Advised Funds

7 September 2022

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

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17 August 2022

How to Avoid Capital Gains Tax & Invest in Your Community

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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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25 October 2021

4 Ways to Maximize Your Charitable Giving Deductions Before 2021 Ends

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6 October 2021

The Value of Donating Appreciated Securities to a Donor-Advised Fund

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28 June 2021

Is a Qualified Charitable Distribution (QCD) Right for my Client?

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8 June 2021

Donna Marie Robinson Lived Her Life Always Putting Service Above Self

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