Professional Advisor Insights
9 January 2023
New Laws for QCDs, Changes for CGAs and Smart Charitable Strategies 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
Giving Tips
26 October 2022
6 Ways to Maximize Your Charitable Giving Deductions Before 2022 Ends
Professional Advisor Insights
10 October 2022
Charitable Giving in a Bear Market, Hurricane Relief & Nonprofit Sector Insights
Professional Advisor Insights
7 September 2022
Inherited IRAs, Highly-Appreciated Stock, Interest Rate Hikes & IRS Audits
Giving Tips
17 August 2022
How to Avoid Capital Gains Tax & Invest in Your Community
Professional Advisor Insights
9 August 2022
Bequests, Legislative Updates & Gifts of Farmland