Professional Advisor Insights
11 September 2023
Smart Disaster Giving, Appreciated Stock & Business Sales
Donor-Advised Funds
Professional Advisor Insights
9 August 2023
Multi-Generational Philanthropy, Motivating Clients through Philanthropy & DAFs
Professional Advisor Insights
7 July 2023
AI & Philanthropy, Catch-Up Contributions & QCDs
Professional Advisor Insights
12 June 2023
DAFs for Clients, Giving Stock or Cash in 2023 & Navigating Multi-Generational Family Philanthropy
Individual & Family Giving
30 May 2023
Finding Solidarity in Giving with SDF
Professional Advisor Insights
3 May 2023
Retirement Plan “Trifecta”, IRS’ Bigger Budget & Client Philanthropy
Professional Advisor Insights
13 April 2023
Banking Fallout, Charitable Deduction Legislation and What’s on the IRS Radar
Giving Tips
22 March 2023
What is a Donor-Advised Fund?
Professional Advisor Insights
13 March 2023
Disaster Philanthropy, QCD Reminders and Giving a Business to Charity
Professional Advisor Insights
6 February 2023
Helping Clients Get Organized, Infusing Philanthropy into Conversations and 3 Tax Tips for 2023