Professional Advisor Insights
3 May 2023
Retirement Plan “Trifecta”, IRS’ Bigger Budget & Client Philanthropy
Donor-Advised Funds
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
Professional Advisor Insights
9 January 2023
New Laws for QCDs, Changes for CGAs and Smart Charitable Strategies for 2023
Professional Advisor Insights
5 December 2022
AMPlifying Giving Season, Donor-Advised Funds and QCDs
Giving Tips
23 November 2022
Community Foundations and the Power of Philanthropy
Giving Tips
14 November 2022
Simplifying Private Foundations
Professional Advisor Insights
1 November 2022
Giving Season for Clients, Handy Tools in a Bear Market & GivingTuesday